Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Klawitter is a financial advisor associated with Fidelity Personal AND Workplace Advisors. Alexander is registered with the Securities and Exchange Commission (SEC) and the state of Kentucky. Alexander's firm is headquartered in Boston, Massachusetts. The firm has over 15,000 employees and manages over $800 billion in assets. The firm provides financial planning, educational seminars, and portfolio management services to individuals and businesses. Alexander's services include financial planning and portfolio management for individuals and businesses. Alexander is a Series 7, 63, and 66 licensed professional.
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.
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.
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.
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2
KY
05/29/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 05/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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