Unclaimed
Alexander Collazos is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Alexander is a licensed representative in Texas, Florida and 49 other states and has been working in the financial industry since 2012. Alexander holds the Series 6, 7, 9, 10, 63 and SIE licenses, and is registered as an investment advisor representative in Texas. Alexander specializes in providing financial planning, portfolio management, and investment consulting services for a variety of clients, including individuals, businesses, charitable organizations, and pension plans.
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
01/03/2020 - Present
Wells Fargo Advisors Financial Network, LLC (MIAMI FL)
BC
Issued 12/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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