Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Walley is a financial advisor in Birmingham, Alabama. Alexander is associated with Ae Wealth Management, LLC and has been in the industry for over 7 years. Alexander has Series 6, 63, and 65 licenses and the SIE exam. In addition to working as a financial advisor, Alexander also works for Freedom Financial Group where Alexander serves as a client services specialist. Alexander's previous experience includes roles with AIG Financial Network, Athena Health, and St. Vincent's Hospital. Alexander specializes in working with individual and corporate clients and provides financial planning and portfolio management services.
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.
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AL
01/06/2023 - Present
AE Wealth Management, LLC (Birmingham AL)
AL
02/27/2015 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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