Unclaimed
Alexander Curtis Herrington is an investment advisor representative at Fourthought Financial Partners, LLC. He is registered in Florida and Texas. Alexander has been in the financial services industry since 2016. He previously worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Alexander holds the Series 66, Series 7, and SIE licenses. He is also a Certified Financial Planner. His specializations include Investment Advisory, Broker-Dealer, Insurance, Mutual Fund, and Variable Life.
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.
Credit and cash management and insurance solutions.
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.
Rev sharing with frs & eligible credit & cash mgmt solutions
1
2
FL
11/09/2022 - Present
Fourthought Financial Partners, LLC (VENICE FL)
FL
08/16/2016 - 05/04/2021
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
BOTH
Issued 09/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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