Unclaimed
Alexander Fullerton is a financial advisor with International Assets Investment Management, LLC located in Orlando, FL. Alexander has been in the industry since 2014. Alexander is registered with the state of Florida as a Registered Investment Advisor (IA). Alexander holds Series 6, 7 and 66 securities licenses as well as the SIE exam. Alexander has been with International Assets Investment Management, LLC since May 2024. Prior to that, Alexander was with LPL Financial LLC, Ameriprise Financial Services, LLC, and PlanMember Securities Corporation. Alexander specializes in retirement planning, financial planning, and portfolio management for businesses and individuals.
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.
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
FL
06/12/2024 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
06/06/2022 - 06/10/2024
LPL FINANCIAL LLC (JUPITER FL)
FL
01/27/2021 - 06/14/2022
AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)
FL
01/27/2017 - 01/27/2021
PLANMEMBER SECURITIES CORPORATION (WESTON FL)
FL
03/21/2011 - 07/17/2013
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
BOTH
Issued 02/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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