Unclaimed
Alexander Greanias is an investment advisor representative with USAA Investment Services Co. Alexander has been in the financial services industry for over 4 years and has a broad range of experience. Alexander is registered to offer securities and investment advisory services in 53 states and the District of Columbia. Alexander has a Series 66 license, a Series 63 license, a Series 7 license, and a SIE license.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
CO
08/31/2023 - Present
Usaa Investment Services Co. (COLORADO SPRINGS CO)
FL
02/08/2021 - 02/17/2022
J.P. MORGAN SECURITIES LLC (NAPLES FL)
CO
11/05/2020 - 01/11/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
03/05/2020 - 09/28/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 01/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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