Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Peterson is a financial advisor with Fidelity Personal AND Workplace Advisors, a registered investment advisor with approximately $1 billion to $10 billion in assets under management. Alexander Peterson has been in the financial services industry since April 3, 2014. Alexander Peterson is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Alexander Peterson has Series 63, 65, and 7 licenses as well as the SIE exam. Alexander Peterson's firm provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
SC
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (MOUNT PLEASANT SC)
SC
10/15/2019 - 11/19/2020
EDWARD JONES (SUMMERVILLE SC)
NC
04/17/2013 - 11/07/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 10/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Alexander Peterson is the right advisor for you? Invested Better is here to help.
