Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander David MacIna is a financial professional with over 20 years of experience in the industry. He has been registered with Fidelity Personal And Workplace Advisors since July 2018. Prior to that, Alexander worked at DATEK ONLINE BROKERAGE SERVICES LLC in Omaha, Nebraska. Alexander's areas of specialization include retirement planning, education planning, and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NE
04/20/2000 - 05/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 09/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2000
Series 4 - Registered Options Principal Examination
BC
Issued 03/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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