Unclaimed
Alexander Kienle is a financial advisor with over 20 years of experience in the industry. Alexander is a registered representative with Next Financial Group, Inc. and holds the Series 7 and Series 66 licenses. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional. Alexander is also a licensed agent in both life and disability insurance. Alexander has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Seminar/workshop attendance fees
1
2
AZ
06/18/2013 - Present
Next Financial Group, Inc. (PHOENIX AZ)
AZ
06/02/2003 - 05/28/2013
CRI SECURITIES, LLC (PHOENIX AZ)
AZ
06/02/2003 - 05/28/2013
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 06/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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