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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Davenport & Co. LLC

location

Roswell, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Alex Ricardo Cornejo is a financial advisor with Davenport & Co. LLC. Alex has been in the financial services industry since November 2, 2012. Previously, Alex was employed at AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Alex holds several securities licenses, including Series 6, 7, 50, 52, 63, and 65. Alex is registered with the state of Georgia. Alex specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Curi RMB Capital, LLC

location

Milwaukee, WI

0 Disclosures

ADVISOR BIO

Alex Christiansen is an Investment Advisor Representative at Curi RMB Capital, LLC in Milwaukee, WI. Alex has been in the financial industry since 2020 and holds the Series 65 license. Alex specializes in providing financial planning, portfolio management, and pension consulting services. Alex has experience working with individual investors, high-net-worth individuals, corporations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Alex Jordan Richey is a registered investment advisor representative at Fisher Investments. Alex has been in the financial services industry since 2014 and has held previous roles at Center Street Securities, Inc. and PMB Capital Management. Alex has passed the Series 66, Series 7 and SIE exams. Alex specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Americana Partners, LLC

location

HOUSTON, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Alex Charles Zengo is a registered investment advisor representative (IAR) with Americana Partners, LLC. Alex has been in the financial services industry since 2001. Alex has experience working for several firms including Morgan Stanley and Americana Partners, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fiduciary Trust International, LLC | CFA ® (Certifications)

location

LINCOLN, MA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Alex Paul is a financial advisor who has been in the industry since August 8, 2006. Alex is currently registered with Fiduciary Trust International, LLC in Lincoln, MA. Previously, Alex was registered with Crestone Securities LLC and First Investors Corporation. Alex is registered in 52 states, the District of Columbia, and Puerto Rico. Alex is also a Chartered Financial Analyst.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Iconiq Capital, LLC

location

SAN FRANCISCO, CA

0 Disclosures

ADVISOR BIO

Alex P. Wisnewski is a financial advisor at Iconiq Capital, LLC. Alex has been in the industry since 2011 and is licensed to provide investment advice in California. Alex is a Series 66, 3 and 7 licensed representative. Previously, Alex worked at Mercer Allied Company, L.P. and Goldman, Sachs & Co.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Grand Junction, CO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Alex Edward Maher is a financial advisor at Robert W. Baird & Co. Inc., and has been in the industry since 2014. Alex Maher is a registered investment advisor representative in Colorado and Texas, and holds Series 7, Series 63, and Series 66 licenses. Previously, Alex Maher was affiliated with Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

A.g.p. / Alliance Global Partners

location

Chesterfield, MI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Alex Boatman is a financial advisor with A.g.p. / Alliance Global Partners, a registered investment advisor headquartered in Westport, Connecticut. Alex has been in the financial services industry since 2011 and holds Series 7 and Series 66 licenses. Alex has a specialization in fixed income, mutual funds, variable annuities, and retirement planning. Alex has previously worked for Edward Jones and Stifel Nicolaus & Company, Incorporated.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Alex Andrade is an investment advisor representative at Bulle Rock Capital LP, an investment advisor based in Dallas, Texas. Alex has been in the industry since 2006 and is licensed in Texas to provide investment advice. Alex has over 13 years of experience in the financial services industry. Alex holds the Series 7 and Series 65 securities licenses. Alex's firm primarily works with high-net-worth individuals and pooled investment vehicles. Alex is known for their expertise in investment management and their commitment to providing personalized financial advice to clients.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

SIOUX FALLS, SD

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alex Bryan Person is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Sioux Falls, SD. Alex Person has been in the industry since 2014. Alex has Series 7, 63, and 66 securities licenses and is also a Certified Financial Planner. Alex has experience working at both TD Ameritrade and Wells Fargo Clearing Services, LLC. Alex provides a range of financial planning services, including portfolio management for individuals and businesses, as well as educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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