Unclaimed
Alexander Criddle is a registered investment advisor representative associated with Fisher Investments. Alexander has been working in the financial industry for over four years. Before joining Fisher Investments, Alexander worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexander holds a Series 66 license and has obtained their Series 7TO 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/11/2024 - Present
Fisher Investments (PLANO TX)
OK
01/06/2023 - 12/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
TX
12/23/2021 - 12/02/2022
EQUITABLE ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 02/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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