Unclaimed
Alexander Tecle is a financial advisor with Belpointe Asset Management LLC. Alexander is registered in Florida as an investment advisor representative. Alexander has been in the industry since 2007. Prior to joining Belpointe Asset Management LLC, Alexander was with Fidelity Brokerage Services LLC and TradeKing. Alexander has a Series 63, Series 65, Series 7, Series 9, and Series 10 licenses. Alexander specializes in providing financial planning, portfolio management for individuals, and pension consulting. Alexander also provides educational seminars and selection of other advisors services. Alexander is also a board member for the Bahamas Marine Ecocentre, Inc. and Nu Deco Ensemble, Inc.
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.
1
2
NV
03/25/2022 - Present
Belpointe Asset Management LLC (RENO NV)
FL
07/09/2008 - 05/08/2018
FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)
FL
08/28/2007 - 05/16/2008
TRADEKING (BOCA RATON FL)
IA
Issued 08/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alexander Tecle is the right advisor for you? Invested Better is here to help.