Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Meldrum is a financial advisor with Sofi Wealth LLC. Alexander has been in the industry since 2020 and is registered in 51 states. Alexander holds licenses Series 66, Series 7TO, Series 24, and SIE. Alexander's previous experience includes Wells Fargo Clearing Services, LLC. Alexander specializes in providing financial planning and portfolio management services to individuals. Alexander has a strong understanding of the financial markets and is dedicated to helping clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
04/20/2021 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
UT
01/17/2020 - 03/05/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 02/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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