Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Blake Intriago is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Alexander has been in the financial industry since 2014 and has held previous roles at M Holdings Securities, Inc. and Wells Fargo Clearing Services, LLC. Alexander has a strong focus on providing financial planning and investment consulting services to institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Jacksonville FL)
FL
12/22/2017 - 08/03/2023
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
06/05/2014 - 10/11/2017
M HOLDINGS SECURITIES, INC. (NAPLES FL)
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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