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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Teodoro is a financial advisor with LPL Financial LLC. Alexander is based in Mill Valley, CA and has been working in the financial services industry since June 1999. Prior to joining LPL Financial LLC, Alexander worked for MORGAN STANLEY DW INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Alexander is registered to provide securities-related services in Arizona, California, Florida, Illinois, Minnesota, Nevada, New York, North Carolina, Ohio, Tennessee, Texas, Utah, and Washington. Alexander holds FINRA Series 7, 24, 31, 53, and 66 licenses. Alexander is also registered as an investment advisor representative in California and Texas.
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.
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CA
01/07/2003 - Present
LPL Financial LLC (MILL VALLEY CA)
NY
05/09/2001 - 12/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/06/1999 - 05/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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