Unclaimed
Alexander Holguin is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Alexander is registered with the state of California and has been in the industry for over 7 years. Alexander is associated with the firm's Chico, CA branch. Alexander has passed the Series 7TO, SIE and Series 66 exams, and is qualified to provide investment advisory services. Alexander specializes in working with individuals, high net worth individuals, corporations or businesses, charitable organizations, and pension and profit sharing plans.
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.
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.
Investment consulting services to institutional clients
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.
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CA
01/24/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHICO CA)
BOTH
Issued 01/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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