Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Apodaca is a financial advisor with LPL Financial LLC, a broker-dealer and investment advisor headquartered in Fort Mill, South Carolina. Alexander has been in the financial industry for over 6 years and holds a Series 7 and Series 66 licenses. Alexander provides financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans. Alexander previously worked as a financial advisor with CUNA Brokerage Services, Inc. Alexander is dedicated to helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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
CA
05/18/2022 - Present
LPL Financial LLC (WALNUT CA)
CA
06/13/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WALNUT CA)
BOTH
Issued 01/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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