Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alix? Claim Your ProfileAlix Lee Storrer is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Alix is active in both investment advisory and brokerage capacities. Alix has been in the securities industry since 2022, and has worked with clients in Wyoming, Idaho, Minnesota and other states. Alix is licensed to provide investment advisory and brokerage services in Idaho and Wyoming. Prior to joining Wells Fargo Clearing Services, LLC, Alix was a Financial Advisor at U.S. BANCORP INVESTMENTS, INC., based in Saint Paul, MN.
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
ID
09/19/2023 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
MN
10/11/2022 - 11/16/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 01/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alix Storrer is the right advisor for you? Invested Better is here to help.
