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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 C. Emde is a Registered Representative and Investment Adviser Representative with Fidelity Personal And Workplace Advisors. Alexander has been in the securities industry since 2020. Alexander has passed the Series 66, Series 63, Series 7TO, and SIE exams. Alexander is registered with the following states: Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania. Fidelity Personal And Workplace Advisors is a firm that provides financial planning, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Fidelity Personal And Workplace Advisors has approximately $1 billion - $10 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/19/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
RI
10/25/2022 - 05/07/2024
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
MI
01/30/2020 - 08/23/2022
REGULUS FINANCIAL GROUP, LLC (Bloomfield Hills MI)
BOTH
Issued 06/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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