Alexander WinkelmanCRD Number: 7257734
Current Firm: Fidelity Personal And Workplace Advisors
Alexander Winkelman (CRD# 7257734) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Saint Louis, MO and has 1 year of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Fidelity Brokerage Services LLC||St. Louis, MO||May 2020 - Current||2|
|Unemployed||Crystal City, MO||Oct 2019 - Apr 2020||< 1|
|River City Rascals||O'fallon, MO||Apr 2019 - Sep 2019||< 1|
|Houston Astros||Houston, TX||Jun 2015 - Mar 2019||3|
|Crystal City High School||Crystal City, MO||Oct 2015 - Feb 2019||3|
|Self-employed||Crystal City, MO||Oct 2015 - Mar 2018||2|
|Student||Cape Girardeau, MO||Feb 2012 - May 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2020|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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
- 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, VT, WA, WI, WV, WY
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