Unclaimed
Alexander Jermain is a financial advisor registered with Cetera Investment Advisers LLC in Maitland, Florida. Alexander has been in the financial services industry since October 2020 and is a registered representative of Cetera Investment Advisers LLC and Cetera Advisor Networks LLC. Alexander has a Series 7, Series 66, and SIE license. Alexander has worked with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Alexander provides financial planning services, pension consulting services, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. Alexander is also a member of BNI Metro, an international networking organization.
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.
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
07/06/2023 - Present
Cetera Investment Advisers LLC (Maitland FL)
FL
10/28/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Maitland FL)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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