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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Alexander is a financial advisor registered with Fidelity Personal And Workplace Advisors. Guy Alexander has been in the industry for over 18 years. Guy Alexander has passed the Series 7, Series 7TO, SIE and Series 66 exams. Guy Alexander is currently licensed to provide investment advice in Texas. Guy Alexander has previously been registered with GEO Securities, INC. and Fox & Company Investments INC. Guy Alexander is a registered representative of Fidelity Personal And Workplace Advisors and provides investment advice to a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Guy Alexander can provide financial planning, portfolio management, selection of other advisors, and educational seminars.
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
TX
06/30/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
11/16/2004 - 04/25/2005
GEO SECURITIES, INC. (DALLAS TX)
AZ
09/03/2004 - 10/13/2004
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
BOTH
Issued 06/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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