Unclaimed
Alexander Petrovich is a financial advisor with Osaic Wealth, Inc. based in Nashville, Tennessee. Alexander has been in the financial services industry since May 24, 2008 and is registered with the following securities regulators: FINRA, the state of California, Pennsylvania, and Tennessee. He is also registered as an Investment Advisor in California, Pennsylvania, and Tennessee. Alexander's primary focus is on providing financial planning and investment advice to individuals, businesses, and pension plans. He also offers educational seminars and services for selecting other advisors.
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.
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.
1
2
TN
02/05/2019 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
PA
11/20/2008 - 02/07/2019
PNC INVESTMENTS (PITTSBURGH PA)
PA
05/12/2008 - 11/06/2008
HORNOR, TOWNSEND & KENT, INC. (PITTSBURGH PA)
IA
Issued 02/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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