Unclaimed
Alexander Deseelhorst is a financial advisor who has been in the industry since July 2014. He is currently registered with LPL Financial LLC in Meridian, Idaho. Alexander has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, California, and Fidelity Brokerage Services LLC in Salt Lake City, Utah. Alexander holds the Series 7, Series 63, and Series 66 securities licenses and has passed the Securities Industry Essentials Examination (SIE). Alexander is a specialist in various financial products, including investment products, insurance, and retirement 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.
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
ID
05/19/2022 - Present
LPL Financial LLC (MERIDIAN ID)
CA
08/18/2015 - 06/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
UT
07/15/2013 - 08/07/2014
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 08/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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