Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Neri is a financial advisor with over 10 years of experience in the industry. He is currently registered as an Investment Advisor Representative with RFG Advisory, LLC. Alexander has a strong track record of providing personalized financial advice to individuals, families, and businesses. His specialties include financial planning, pension consulting, and portfolio management. Alexander is also a Certified Financial Planner. Prior to joining RFG Advisory, LLC, Alexander worked as a financial advisor at Private Client Services, LLC, American Portfolios Financial Services, Inc., and AXA Advisors, LLC. He holds Series 6, 7, 63, and 65 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
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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AL
08/19/2022 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
NY
08/19/2022 - 12/08/2023
PRIVATE CLIENT SERVICES, LLC (Pittsford NY)
NY
08/17/2018 - 08/19/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Pittsford NY)
NY
06/12/2014 - 08/30/2018
AXA ADVISORS, LLC (PENFIELD NY)
PA
10/21/2013 - 03/11/2014
W&S BROKERAGE SERVICES, INC. (ERIE PA)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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