Unclaimed
Fredrick Alexander is a financial advisor with over 11 years of experience in the financial services industry. Fredrick Alexander is currently registered with LPL Financial LLC in Nebraska and Texas. Fredrick Alexander has a Series 7, Series 31, and Series 66 licenses. Fredrick Alexander is also a Certified Financial Planner (CFP®). Prior to joining LPL Financial LLC, Fredrick Alexander worked at Securities America, Inc. and Wells Fargo Advisors, LLC.
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.
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.
Consulting and other non-discretionary advisory services
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
NE
04/02/2020 - Present
LPL Financial LLC (LINCOLN NE)
NE
10/25/2012 - 04/02/2020
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
03/20/2009 - 06/05/2012
WELLS FARGO ADVISORS, LLC (LINCOLN NE)
BOTH
Issued 04/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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