Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Wordsworth is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Alexander is a registered representative with 17 years of experience in the financial industry. Alexander has passed the Series 66, SIE and Series 7 exams. Alexander has offices in GREENVILLE, NC and ROCHESTER, NY. Alexander is also registered as an investment advisor representative in Texas and North Carolina. Alexander has been with Wells Fargo Advisors Financial Network, LLC since 2021. Prior to that, Alexander was employed at Wells Fargo Clearing Services, LLC from 2008 to 2021 and A. G. EDWARDS & SONS, INC. from 2006 to 2008. Alexander provides financial planning and portfolio management services to individual, business and institutional clients.
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.
1
2
NC
10/22/2021 - Present
Wells Fargo Advisors Financial Network, LLC (GREENVILLE NC)
NC
01/01/2008 - 10/22/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE NC)
NC
05/10/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENVILLE NC)
BOTH
Issued 05/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Wordsworth is the right advisor for you? Invested Better is here to help.
