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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 J Salidas is a financial advisor who has been in the industry since 2020. Alexander J Salidas is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working with them since April 2024. Previously, Alexander J Salidas was with Fidelity Brokerage Services LLC and Thornburg Securities Corporation. Alexander J Salidas holds Series 63, 65 and 7 licenses. Alexander J Salidas is licensed in Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Alexander J Salidas specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting and Educational Seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SACRAMENTO CA)
RI
04/11/2024 - 04/17/2024
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NM
03/25/2021 - 01/09/2024
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
CA
09/13/2019 - 03/16/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
IA
Issued 08/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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