Unclaimed
Alexander Quinones is a financial advisor with Fisher Investments, an investment firm with offices in Plano, Texas and Tampa, Florida. Alexander has a long history in the financial industry, having previously worked at Morgan Stanley and T Rowe Price Investment Services, INC. Alexander holds both Series 6 and Series 7 licenses, along with a Series 63 and a Series 66 license, and is registered with the state of Florida and Texas. Alexander's specializations include financial planning, portfolio management, and portfolio assessment. He primarily serves high-net-worth individuals, investment companies, pooled investment vehicles, charitable organizations, corporations, and other investment advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/21/2024 - Present
Fisher Investments (Tampa FL)
FL
07/23/2019 - 04/06/2022
MORGAN STANLEY (Tampa FL)
FL
08/09/2017 - 11/29/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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