Unclaimed
Alexander Marchuk is a registered representative with Wells Fargo Advisors Financial Network, LLC in Fort Lauderdale, FL. He is also registered as an investment advisor representative in Florida and Texas. Alexander has been in the securities industry since 1999. He holds Series 7, 31, 66, and SIE licenses. He specializes in providing investment consulting services to institutional clients. Alexander has experience working with various client types, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
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2
FL
11/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FORT LAUDERDALE FL)
NY
06/24/1999 - 09/01/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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