Unclaimed
Alexander Voorhees is a financial advisor at Reston Wealth Management, a firm based in Reston, VA. Alexander has over 3 years of experience in the financial services industry. Alexander has a Series 7 and Series 66 license. Alexander has a Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
10/30/2014 - Present
Reston Wealth Management (RESTON VA)
VA
06/12/2014 - 01/06/2017
LPL FINANCIAL LLC (RESTON VA)
VA
10/28/2013 - 05/05/2014
WELLS FARGO ADVISORS, LLC (NEWPORT NEWS VA)
BOTH
Issued 09/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alexander Voorhees is the right advisor for you? Invested Better is here to help.