Alexander LetiziaCRD Number: 5352015
Current Firm: Janney Montgomery Scott LLC
Alexander Letizia (CRD# 5352015) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Ligonier, PA and has over 8 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Cadaret Grant & Co Inc.
Cambridge Investment Research Advisors, Inc.
|Janney Montgomery Scott LLC||Ligonier, PA||Feb 2011 - Current||6|
|Tdameritrade Inc.||Pittsburgh, PA||May 2009 - Feb 2011||1|
|Minnesota Life Insurance Co||St. Paul, MN||Jul 2008 - Mar 2009||< 1|
|Securian Financial Services Inc.||St. Paul, MN||Jul 2008 - Mar 2009||< 1|
|Creative Wealth Strategies||Pittsburgh, PA||Jul 2008 - Mar 2009||< 1|
|Allegheny College||Meadville, PA||Aug 2004 - Jun 2008||3|
|Robert Baird & Co||Cleveland, OH||May 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV