Unclaimed
Alexander Simet is a registered representative of Wells Fargo Advisors Financial Network, LLC. Alexander is licensed in Maryland and Texas. Alexander is a Series 66, Series 7TO, and SIE licensed individual with 1+ years of experience in the industry. Alexander also manages a family owned restaurant, Il Basilico Trattoria, located in Lutherville, MD.
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.
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2
MD
01/08/2025 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
BOTH
Issued 04/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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