Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Sweeney is an Investment Advisor Representative with Brokers International Financial Services, LLC. Alexander is licensed in Arizona. Alexander has over 2 years of experience in the financial services industry. Alexander has experience in both the brokerage and advisory sides of the financial industry. Alexander is also a registered representative with Brokers International Financial Services, LLC. Alexander has a Series 63, 65 and 66 license. Alexander has experience in working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses and other investment advisors. Alexander offers financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
AZ
12/07/2023 - Present
Brokers International Financial Services, LLC (PHOENIX AZ)
AZ
09/25/2021 - 08/23/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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