Unclaimed
Alexander Tanious is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Alexander is a registered representative in the state of California, and he is also a registered investment advisor. Alexander has a strong background in the financial services industry and has been active in the field since June 2012. Alexander has a diverse range of experience, including working with high-net-worth individuals, corporations, and institutional clients. Alexander is also a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and he has experience working with clients in the Beverly Hills area. Alexander offers a variety of financial services, including investment consulting, financial planning, pension consulting, and portfolio management. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
CA
11/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEVERLY HILLS CA)
CA
12/15/2014 - 11/21/2022
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
06/20/2012 - 12/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 08/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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