Unclaimed
Alexander R. Marmitt is an investment advisor representative associated with Arkadios Wealth Advisors. Alexander has over six years of experience in the financial services industry. Prior to joining Arkadios Wealth Advisors, Alexander worked at Robert W. Baird & Co. Incorporated, and J.P. MORGAN SECURITIES LLC. Alexander holds the Series 66, Series 7, and SIE licenses.
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.
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
IL
12/02/2024 - Present
Arkadios Wealth Advisors (Cary IL)
CO
01/11/2021 - 12/16/2023
J.P. MORGAN SECURITIES LLC (ARVADA CO)
MO
11/14/2017 - 12/21/2020
ROBERT W. BAIRD & CO. INCORPORATED (KANSAS CITY MO)
BOTH
Issued 02/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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