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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Peloquin is an investment advisor representative. Alexander is currently registered with Oneascent Financial Services LLC. He has a combined total of 3 exams - 1 state exam, 2 product exams and 0 principal exams. Alexander has been in the industry since January 2019. Alexander is licensed in Washington and is registered with the state as an Investment Advisor Representative. Prior to this, Alexander was an Investment Advisor Representative at PURSHE KAPLAN STERLING INVESTMENTS, and at WADDELL & REED. Alexander is a Registered Representative for the firm Oneascent Financial Services LLC. Alexander has experience with Financial Planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
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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WA
03/19/2021 - Present
Oneascent Financial Services LLC (Kennewick WA)
WA
03/19/2021 - 07/11/2024
PURSHE KAPLAN STERLING INVESTMENTS (Kennewick WA)
WA
01/15/2019 - 03/24/2021
WADDELL & REED (KENNEWICK WA)
BOTH
Issued 03/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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