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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 Mele is a financial advisor and registered representative with Arbor Point Advisors. Alexander has been in the industry since January 2011 and has a Series 66, Series 7, and SIE licenses. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Alexander has experience working with clients of all types and has a strong track record of success. He is committed to providing his clients with the highest level of service and expertise. Alexander has previously worked with Securities America Advisors, Securities America, Inc., FSC Securities Corporation, and QA3 Financial Corp.
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.
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.
1
2
NY
06/08/2023 - Present
Arbor Point Advisors (NEW YORK NY)
NY
01/12/2015 - 06/14/2024
SECURITIES AMERICA, INC. (New York NY)
CA
04/12/2011 - 01/20/2015
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
01/25/2011 - 02/11/2011
QA3 FINANCIAL CORP. (SAN DIEGO CA)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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