Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Carlin Roepe is a financial professional with over 10 years of experience in the industry. Alexander is currently registered with Northwestern Mutual Investment Services, LLC. Alexander is also licensed to provide investment advisory services in Florida and Georgia. Alexander previously worked for Fidelity Brokerage Services LLC in Jacksonville, Florida. Alexander holds Series 63, 66, and 7 licenses as well as the SIE. Alexander is committed to providing clients with personalized financial advice and guidance.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
04/18/2017 - Present
Northwestern Mutual Investment Services, LLC (JACKSONVILLE FL)
FL
02/27/2012 - 04/03/2017
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 03/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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