Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Steele is a financial professional with over 7 years of experience in the financial services industry. Alexander holds the Series 7, Series 9, Series 10, Series 66, and SIE securities licenses. Alexander is currently registered with Fidelity Personal And Workplace Advisors as a registered representative and an investment advisor representative. Alexander's professional experience includes roles at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Operations Company Inc., and RG Burgers. Alexander specializes in financial planning, portfolio management for individuals and businesses, and provides educational seminars to 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.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 06/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/16/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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