Unclaimed
Alexander Littlepage is a financial advisor with Strategic Financial Concepts, LLC. Alexander has been in the industry for over 5 years and holds Series 7TO, SIE and Series 66 licenses. In addition to offering investment advisory services through Strategic Financial Concepts, LLC, Alexander also provides investment advice and services as a registered representative with LPL Financial. Alexander specializes in providing financial planning, pension consulting, and general consulting and business planning services. Alexander works with a wide range of clients, including individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.
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.
General consulting and business planning 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.
Retainer fees
1
2
LA
05/03/2024 - Present
Strategic Financial Concepts, LLC (Metairie LA)
LA
06/28/2019 - 04/29/2024
EDWARD JONES (KENNER LA)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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