Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Carro is a financial advisor with over 4 years of experience in the industry. Alexander is registered with LPL Financial LLC and holds Series 7, Series 63, and Series 65 licenses. Alexander is a registered representative of LPL Financial and an Investment Advisor Representative of LPL Financial. Alexander works with clients to develop personalized financial plans. Alexander provides financial advice and investment management services to a variety of clients, including individuals, families, businesses, and retirement plans. Alexander is committed to providing his clients with the highest level of service and expertise.
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
KS
08/30/2022 - Present
LPL Financial LLC (WICHITA KS)
MO
08/09/2019 - 12/23/2020
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 02/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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