Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Trent Conlin is an Investment Advisor Representative associated with Cerity Partners LLC. Alexander has been in the industry since 2021. Alexander has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Alexander has a state license in Kentucky. Alexander has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KY
08/09/2023 - Present
Cerity Partners LLC (Louisville KY)
IA
Issued 08/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Alexander Conlin is the right advisor for you? Invested Better is here to help.
