Unclaimed
Alexander Walther is a financial advisor with over 10 years of experience in the financial services industry. Alexander holds Series 63 and 65 licenses as well as the Series 6TO and SIE exams. Alexander is currently registered with AE Wealth Management, LLC and Strickler Investment Services, LLC. Prior to joining AE Wealth Management, LLC, Alexander was employed by J.P. Morgan Securities LLC in Rochester Hills, MI. Alexander provides financial planning services to individuals and businesses, and also offers portfolio management, educational seminars, and selection of other advisors. Alexander is dedicated to helping his clients achieve their financial goals.
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.
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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MI
10/14/2024 - Present
AE Wealth Management, LLC (Brighton MI)
MI
10/18/2021 - 12/19/2022
AE FINANCIAL SERVICES, LLC (Brighton MI)
MI
01/01/2020 - 09/04/2021
J.P. MORGAN SECURITIES LLC (ROCHESTER HILLS MI)
IA
Issued 02/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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