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Alexander Logan Waddell

Fidelity Brokerage Services LLC

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About Alexander Logan Waddell

Alexander Waddell is a financial professional with experience in the securities industry. Alexander is currently registered with Fidelity Brokerage Services LLC and holds Series 7TO, Series 63 and Series 66 licenses. Alexander is licensed in 22 states. Alexander is a dedicated professional who strives to provide clients with the highest level of service.

Firm Information

Alexander Waddell is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alexander Waddell’s Registration & Firm History

CA

06/20/2023 - Present

Fidelity Brokerage Services LLC (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 02/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/05/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Alexander Logan Waddell.
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