Years of Experience
5-20+ Years
Louisville, KY
1 Years Experience
0 Disclosures
ADVISOR BIO
Alec R. Pfriem is a financial advisor registered with Morgan Stanley in Louisville, Kentucky. Alec has been in the industry since June 2024. Alec is registered with the Securities and Exchange Commission (SEC) and holds the Series 66, Series 7TO, and SIE licenses. Alec's firm has an approximate asset amount of $10 billion - $50 billion. Morgan Stanley provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals, and investment companies.
SPECIALIZATIONS
COVINGTON, KY
4 Years Experience
0 Disclosures
ADVISOR BIO
Alec Smith is a registered representative with Fidelity Personal And Workplace Advisors. Alec has been in the industry since July 2021 and holds Series 7, 63 and 66 licenses. Alec is registered in 55 states. In addition to working as an investment advisor, Alec also coaches a basketball team.
SPECIALIZATIONS
LOUISVILLE, KY
0 Disclosures
ADVISOR BIO
Alec Christian Broughton is an Investment Advisor Representative at Cerity Partners LLC in Louisville, KY. Alec is a Certified Financial Planner, and holds a Series 65 license. Alec has been in the financial services industry since January 2018 and is registered to provide investment advice in Kentucky.
SPECIALIZATIONS
LEXINGTON, KY
4 Years Experience
0 Disclosures
ADVISOR BIO
Alejandro Sensat Estevez is a registered representative with J.p. Morgan Securities LLC. Alejandro has been in the industry since 2021 and holds the Series 63, Series 6TO, and SIE licenses. Alejandro is based out of the Lexington, Kentucky branch office. The firm has a broad range of advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
LOUISVILLE, KY
28 Years Experience
0 Disclosures
ADVISOR BIO
Alesia Amelia Mullis is a registered investment advisor representative with Churchill Financial, LLC. Alesia has been in the industry since 1997 and has held various positions in the financial services industry. Currently, Alesia is also the President and CCO of Churchill Financial Advisors, LLC. Alesia is licensed in Arkansas, Indiana, Kentucky and Texas. Alesia has a diverse range of experience, with a focus on individual and business portfolio management.
SPECIALIZATIONS
LOUISVILLE, KY
29 Years Experience
0 Disclosures
ADVISOR BIO
A. leslie Hornback has been a registered representative in the financial services industry since 1995. A. leslie is currently registered with LPL Financial LLC and Horizon Wealth Management, LLC. A. leslie has passed the Series 63, Series 65, Series 7, and SIE exams. A. leslie is licensed in 18 states and has experience in providing financial planning and consulting services.
SPECIALIZATIONS
COVINGTON, KY
4 Years Experience
0 Disclosures
ADVISOR BIO
Alessandro Vicino is a financial advisor with Fidelity Brokerage Services LLC. Alessandro is licensed to provide securities advice in all 50 states and the District of Columbia. Alessandro has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Securities Agent State Law Examination. Alessandro joined Fidelity Brokerage Services LLC in 2021.
SPECIALIZATIONS
No specializations listed.
LOUISVILLE, KY
15 Years Experience
1 Disclosures
ADVISOR BIO
Alex Linderman is a financial advisor at Fifth Third Securities, Inc. Alex has been in the securities industry for over 14 years, specializing in providing financial planning and portfolio management for individuals and businesses. Alex has also been registered with PNC Investments since 2011. Alex holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Alex is registered with the state of Kentucky and many other states. In addition to Alex's work as a financial advisor, Alex is also an owner/photographer for Linderman Photo in Louisville, Kentucky.
SPECIALIZATIONS
DANVILLE, KY
15 Years Experience
0 Disclosures
ADVISOR BIO
Alex Wagner is an investment advisor representative at J.p. Morgan Securities LLC. Alex is registered with the state of Kentucky for both securities and investment advisor activities and is also registered with the state of Texas for investment advisor activities. Alex has been working in the financial services industry since 2010. Alex has also worked for HD Vest Investment Services and McDaniel Wealth Management.
SPECIALIZATIONS
LOUISVILLE, KY
25 Years Experience
0 Disclosures
ADVISOR BIO
Alex Lindle is a financial advisor with Private Client Services, LLC. Alex has been in the financial industry since 1999. Alex holds the Series 7, Series 66, and Series 24 licenses. Alex is registered to offer investment advisory services in Kentucky, Indiana, Missouri, Florida, Louisiana, Maryland, Nevada, New York, North Carolina, South Carolina, Texas, and Illinois. Alex's other business activities include providing non-securities based insurance products. Alex is committed to providing personalized financial advice and investment solutions to clients.
SPECIALIZATIONS