Unclaimed
Alvin Rudder is an active investment advisor representative with Fidelity Personal AND Workplace Advisors. Alvin has been in the securities industry since July 2019 and has passed the Series 7TO, SIE, Series 63, and Series 65 exams. Alvin specializes in financial planning, providing educational seminars, and selecting other advisors. Alvin has a wide range of experience working with individuals, businesses, and charitable organizations. In addition to his work with Fidelity Personal AND Workplace Advisors, Alvin has also previously worked for W&S Brokerage Services, Inc., REGULUS FINANCIAL GROUP, LLC, and several other firms.
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.
1
2
IN
08/18/2021 - Present
Fidelity Personal AND Workplace Advisors (WEST LAFAYETTE IN)
IN
03/11/2020 - 07/15/2021
REGULUS FINANCIAL GROUP, LLC (Lafayette IN)
IN
12/02/2019 - 03/13/2020
W&S BROKERAGE SERVICES, INC. (LAFAYETTE IN)
IA
Issued 03/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Alvin Rudder is the right advisor for you? Invested Better is here to help.