Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Valeev is a financial advisor associated with J.P. Morgan Securities LLC. He is registered in Florida and California and has been in the industry since 2023. His professional experience includes previous employment at Wells Fargo Clearing Services, LLC in Aventura, FL. Alexander has passed the Series 63, Series 6TO, and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
FL
07/11/2023 - Present
J.p. Morgan Securities LLC (FORT LAUDERDALE FL)
FL
03/21/2023 - 06/27/2023
WELLS FARGO CLEARING SERVICES, LLC (AVENTURA FL)
BC
Issued 03/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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