Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Haviland is a financial advisor with Diversify Wealth Management, LLC. Alexander has been in the financial industry since 2014 and holds the Series 63, 65, 7, and SIE licenses. Alexander is also a Certified Financial Planner. Alexander has extensive experience in helping clients achieve their financial goals through a variety of services, including financial planning, portfolio management, and education. Alexander has worked for multiple organizations before Diversify Wealth Management, LLC.
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.
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
UT
03/05/2024 - Present
Diversify Wealth Management, LLC (SANDY UT)
BC
Issued 05/25/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Haviland is the right advisor for you? Invested Better is here to help.
