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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alphonse? Claim Your ProfileAlphonse Alexandre is a financial advisor with Fidelity Personal and Workplace Advisors, based in Larkspur, CA. He has been in the industry since November 23, 2007. Previously, Alphonse Alexandre worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Banc of America Investment Services, Inc. Alphonse Alexandre has Series 6, 7, and 66 licenses, along with his SIE. He is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Michigan, Minnesota, New York, Oregon, Tennessee, Texas, Vermont, and Washington. He is also a registered Investment Advisor in California and Texas. Alphonse Alexandre specializes in providing financial advice to individuals, corporations, high-net-worth individuals, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/08/2021 - Present
Fidelity Personal AND Workplace Advisors (LARKSPUR CA)
CA
09/16/2011 - 04/26/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
CA
05/27/2010 - 08/25/2011
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
12/04/2007 - 06/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
06/19/2006 - 11/20/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
NA
02/11/1994 - 11/17/1994
PRUCO SECURITIES CORPORATION
BOTH
Issued 06/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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