Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Kaminaris is a financial advisor who has been in the industry since 2006. Alexander is currently registered with Wells Fargo Clearing Services, LLC and is licensed in both California and Texas. Alexander has worked for several firms, including Morgan Stanley, Citigroup Global Markets Inc., and J.P. Morgan Securities Inc. Alexander specializes in portfolio management for businesses and individuals, and also offers financial planning and investment consulting services to institutional clients.
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
CA
02/10/2020 - Present
Wells Fargo Clearing Services, LLC (SAN MATEO CA)
CA
06/01/2009 - 08/16/2016
MORGAN STANLEY (Menlo Park CA)
CA
12/04/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
02/16/2006 - 08/21/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 04/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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