Unclaimed
Alexander Arinsmier is a financial professional with over 15 years of experience in the industry. Alexander is currently registered with Fidelity Personal And Workplace Advisors and holds Series 6, 7, 9, 10, 63 and 66 licenses. Alexander has specialized in providing financial planning, investment management and educational seminars to individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Prior to joining Fidelity Personal And Workplace Advisors, Alexander was employed by Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
VA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ARLINGTON VA)
KY
10/30/2006 - 03/02/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
KY
10/25/2006 - 10/30/2006
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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