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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 Dorell is a financial advisor with Consilio Wealth Advisors, LLC, located in Bellevue, Washington. Alexander Dorell is registered with the state of Washington as an Investment Advisor Representative. Alexander has been in the financial services industry since 2010 and has experience with Northwestern Mutual Investment Services, LLC and Charles Schwab & Co., Inc.. Alexander Dorell is a Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licensed advisor. Alexander specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. The firm Consilio Wealth Advisors, LLC manages assets for individuals and high-net-worth individuals. Alexander Dorell and Consilio Wealth Advisors, LLC's focus is to build long-term client relationships based on trust, transparency, and a deep understanding of their clients' goals.
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.
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
03/11/2022 - Present
Consilio Wealth Advisors, LLC (BELLEVUE WA)
WA
04/06/2018 - 06/14/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
WA
10/20/2010 - 02/13/2018
CHARLES SCHWAB & CO., INC. (SEATTLE WA)
IA
Issued 03/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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