Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander James Vlach is a financial advisor who has been in the industry since 2016. Alexander has a Series 66, Series 7, and SIE license. Alexander works with FSB Premier Wealth Management, Inc. and is located in Waterloo, Iowa. Alexander is a Certified Financial Planner. Alexander also has a private banker role at Farmers State Bank, a non-investment related position that Alexander performs approximately 20 hours a month. Alexander works with individual investors, corporations, and charitable organizations.
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.
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
IA
12/22/2024 - Present
FSB Premier Wealth Management, Inc. (WATERLOO IA)
BOTH
Issued 08/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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