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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Michael Wymore is a financial advisor currently registered with Avantax Advisory Services in Bonita, California. Alexander has been in the industry since January 2015 and has been a registered representative of Avantax Investment Services Inc. and Avantax Advisory Services since November 2022. Prior to that, Alexander was registered with CETERA FINANCIAL SPECIALISTS LLC in Bonita, California. Alexander holds the Series 7 and Series 66 securities licenses as well as the SIE exam. Alexander is also a shareholder of Koala Financial, Inc. which provides accounting, tax preparation, retirement planning, real estate, and financial services. Alexander provides financial planning, pension consulting, portfolio management for individuals, businesses, and educational seminars to clients through Avantax Advisory 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
11/07/2022 - Present
Avantax Advisory Services (Bonita CA)
CA
01/14/2015 - 11/09/2022
CETERA FINANCIAL SPECIALISTS LLC (BONITA CA)
BOTH
Issued 01/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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