Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Whitehouse is an investment advisor representative with over 20 years of experience in the financial services industry. Alexander is currently registered with Mutual Advisors, LLC, where Alexander provides financial planning and investment management services. Alexander is a Certified Financial Planner® professional. Alexander has a proven track record of helping individuals and families achieve their financial goals.
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.
Hourly consulting
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
WA
06/01/2018 - Present
Mutual Advisors, LLC (Vancouver WA)
WA
01/02/2013 - 06/04/2018
CETERA ADVISOR NETWORKS LLC (VANCOUVER WA)
MA
10/18/2005 - 12/19/2012
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
12/14/2011 - 12/07/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
WI
07/22/2002 - 01/15/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 12/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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