Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Adams is a financial advisor with Fifth Third Securities, Inc. with more than 40 years of experience in the industry. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA licenses Series 3, 5, 6, 7, 15, 22 and SIE. Alexander also holds Series 63 and 66 licenses, and is registered in multiple states, including Indiana, Texas, Arizona, Arkansas, Colorado, Connecticut, Florida, Illinois, Kentucky, Louisiana, Maine, New Hampshire, New Mexico, North Carolina, Ohio, Pennsylvania, and Wisconsin. Alexander has experience serving clients in a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IN
06/13/2006 - Present
Fifth Third Securities, Inc. (INDIANAPOLIS IN)
IL
08/15/2002 - 05/17/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
12/08/1983 - 08/14/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
10/01/1982 - 09/29/1983
AUFMANN-SPORE, INC.
BOTH
Issued 9/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/6/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/1985
Series 5 - Interest Rate Options Examination
BC
Issued 10/3/1984
Series 3 - National Commodity Futures Examination
BC
Issued 8/29/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 1/13/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 9/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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