Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Daniel Benassi is a financial advisor who has been in the industry since 2005. Alexander is currently registered with Truist Advisory Services, Inc. in Illinois. Alexander has previously been employed by Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., and Hold Brothers On-Line Investment Services Inc. Alexander is licensed in 15 states and is series 7, 31, 55, 63, and 65 licensed.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
IL
04/29/2022 - Present
Truist Advisory Services, Inc. (CHICAGO IL)
IL
04/16/2015 - 05/05/2022
WELLS FARGO CLEARING SERVICES, LLC (PEORIA IL)
IL
11/14/2011 - 05/15/2015
J.P. MORGAN SECURITIES LLC (NORTHBrook IL)
IL
04/02/2007 - 06/05/2007
MORGAN STANLEY & CO., INCORPORATED (PEORIA IL)
IL
03/04/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PEORIA IL)
NY
04/18/2002 - 07/02/2002
HOLD BROTHERS ON-LINE INVESTMENT SERVICES INC. (NEW YORK NY)
IA
Issued 05/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/2002
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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