Unclaimed
Alexander Elger is an investment advisor representative with Wells Fargo Clearing Services, LLC. Alexander has been in the industry since January 2012 and has experience with a range of investment products and services. Alexander's expertise includes portfolio management for individuals and businesses, financial planning, and investment consulting services for institutional clients. Alexander holds Series 7 and 66 registrations and is also a licensed investment advisor representative in Illinois and Texas.
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.
1
2
IL
09/17/2019 - Present
Wells Fargo Clearing Services, LLC (PEORIA IL)
IL
01/24/2012 - 11/30/2017
ROBERT W. BAIRD & CO. INCORPORATED (PEORIA IL)
BOTH
Issued 07/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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