Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zena? Claim Your ProfileZena Kay Alexander is a financial advisor with Principal Securities, Inc. Zena Alexander has been in the financial services industry since December 2003. Zena Alexander works in the Omaha, Nebraska office and is registered to provide investment advice in Iowa, Nebraska, and South Dakota. Zena Alexander's professional designations include Series 6, Series 7, Series 66, Series 6TO, and SIE. Zena Alexander has experience working with clients such as individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Zena Alexander offers a variety of financial planning services, including portfolio management for individuals and businesses. Zena Alexander also provides 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
07/29/2005 - Present
Principal Securities, Inc. (OMAHA NE)
MN
03/07/2005 - 07/01/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/07/2005 - 07/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/02/2003 - 03/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/2003 - 03/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/29/2002 - 02/20/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/29/2002 - 02/20/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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