Unclaimed
Alexander Clendennen is a financial advisor with Venturi Private Wealth in Austin, Texas. Alexander has been in the financial industry since 2011, with experience at Merrill Lynch and Venturi Private Wealth. Alexander holds the Series 66, SIE, Series 31 and Series 7 licenses and is a CERTIFIED FINANCIAL PLANNER™.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/24/2016 - Present
Venturi Private Wealth (AUSTIN TX)
TX
05/13/2011 - 11/19/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 06/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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