Unclaimed
Alexander Paslay is an Investment Advisor Representative with Kestra Advisory Services, LLC. Alexander has been in the financial industry for over 8 years and is a registered representative in Georgia, Idaho, Illinois, North Carolina, and Pennsylvania. Alexander holds a Series 6, 7TO, 63, and 65 license. In addition to his work at Kestra Advisory Services, Alexander is also a Family & Financial Counselor for Mustard Seed Adoption Consultants, LLC and a Mortgage Loan Originator for a nonprofit mortgage company. Alexander is passionate about helping individuals and families achieve their financial goals and has a strong commitment to providing exceptional customer service.
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.
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.
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2
GA
09/11/2023 - Present
Kestra Advisory Services, LLC (Woodstock GA)
ID
07/24/2015 - 07/21/2020
J.P. MORGAN SECURITIES LLC (BOISE ID)
IA
Issued 09/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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