Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander L. Perez is a financial advisor with Ameriprise Financial Services, LLC. Alexander has been working in the financial services industry since 2001. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) Exam. Alexander is also registered with the state of Texas as an Investment Advisor Representative. Prior to joining Ameriprise Financial Services, LLC, Alexander worked for Ameriprise Advisor Services, Inc. Alexander offers a wide range of financial services including portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and asset allocation services. He is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/06/2013 - Present
Ameriprise Financial Services, LLC (Sun City Center FL)
FL
01/29/2001 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NEW PORT RICHEY FL)
IA
Issued 09/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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