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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander McLachlan is a financial advisor with over 8 years of experience in the industry. Alexander is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Alexander is licensed in 53 states, and is registered as a Series 4, 7, 9, 10, 63, and 65. Alexander specializes in working with high-net-worth individuals, individuals, corporations, charitable organizations, and pension and profit sharing plans. Alexander also provides investment consulting services to institutional clients, financial planning, and pension consulting services.
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.
1
2
UT
06/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SALT LAKE CITY UT)
UT
12/19/2014 - 05/23/2022
MORGAN STANLEY (SOUTH JORDAN UT)
UT
08/12/2014 - 12/18/2014
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
IA
Issued 10/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2020
Series 4 - Registered Options Principal Examination
BC
Issued 08/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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