Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Vicarisi is a financial advisor with Wells Fargo Clearing Services, LLC in HILTON HEAD ISLAND, SC. Alexander has been in the financial services industry since 2015 and has experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Alexander previously worked with Northwestern Mutual Investment Services, LLC, Edward Jones, and American Century Investment Services Inc. Alexander is registered with FINRA and the state of South Carolina.
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.
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.
Investment consulting services to institutional clients
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
SC
12/21/2022 - Present
Wells Fargo Clearing Services, LLC (HILTON HEAD ISLAND SC)
GA
08/05/2020 - 11/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAVANNAH GA)
SC
09/27/2018 - 07/21/2020
EDWARD JONES (HILTON HEAD ISLAND SC)
MO
06/27/2015 - 06/12/2017
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 12/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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