Unclaimed
Alexander Nazareno Malinao is a financial professional with over 30 years of experience in the industry. Alexander has been a registered representative with LPL Financial LLC since April 2024. Prior to that, Alexander held positions with CROWN CAPITAL SECURITIES, L.P., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., IFG NETWORK SECURITIES, INC., and PLANNED INVESTMENTS INC.. Alexander specializes in providing financial planning, investment management, and other advisory services to individuals, corporations, and charitable organizations. Alexander holds the Series 6, Series 26, and Series 63 licenses. Alexander is registered in 11 states including Arizona, California, Hawaii, Kentucky, Michigan, Nevada, New Jersey, New Mexico, Ohio, Texas, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
04/17/2024 - Present
LPL Financial LLC (WAIPAHU HI)
HI
05/28/2010 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (WAIPAHU HI)
HI
10/31/2005 - 06/03/2010
SAGEPOINT FINANCIAL, INC. (WAIPAHU HI)
AZ
05/15/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
01/05/1993 - 05/18/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
02/04/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
01/09/1992 - 02/07/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 12/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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