Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander J. Wilhelm is a financial advisor based in Cincinnati, Ohio. Alexander is registered with MWA Financial Services Inc., a firm with offices in Rock Island, Illinois. Alexander has been in the financial services industry since January 21, 2018. Alexander offers financial planning and portfolio management services for individuals and businesses. Alexander holds Series 7, Series 63 and SIE 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.
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.
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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2
OH
05/23/2024 - Present
MWA Financial Services Inc. (Cincinnati OH)
KY
07/18/2017 - 11/16/2023
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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