Unclaimed
Alexander Fons is an Investment Advisor Representative with Global View Capital Management LLC. Alexander is also an Independent Contractor with Global View Capital Advisors, LLC, an affiliate of Global View Capital Management, LLC and is an insurance agent with Global View Capital Insurance Services, LLC, an affiliate of Global View Capital Advisors, LLC. Alexander's investment advisory experience includes marketing, education, and sales of Global View Capital Management’s advisory services and Global View Capital Insurance Services’ insurance services, and marketing, education, and sales of fixed insurance products for multiple provider companies.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
07/29/2020 - Present
Global View Capital Management LLC (WAUKESHA WI)
IA
Issued 7/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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