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Valerie L Alexander

REUTEMANN FINANCIAL SOLUTIONS, INC.·ROCKVILLE, Maryland
SIE, Series 7Clean recordREUTEMANN FINANCIAL SOLUTIONS, INC.
2273 RESEARCH BLVD, ROCKVILLE, MD 20850-3264CRD# 4974892Firm CRD# 153247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie L Alexander · ROCKVILLE, MD
Registration
CRD #4974892 · REUTEMANN FINANCIAL SOLUTIONS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247 · SEC 801-71400
AUM
$273M
Regulatory assets under management
Employees
11
1,490 client accounts
Services offered by REUTEMANN FINANCIAL SOLUTIONS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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04

Frequently Asked Questions

What services does Valerie L Alexander offer?
Valerie L Alexander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Valerie L Alexander's credentials?
Valerie L Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie L Alexander located?
Valerie L Alexander is based in ROCKVILLE, Maryland, working with REUTEMANN FINANCIAL SOLUTIONS, INC.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Valerie L Alexander charge for services?
Valerie L Alexander's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of annual income or net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REUTEMANN FINANCIAL SOLUTIONS, INC.?
REUTEMANN FINANCIAL SOLUTIONS, INC. has approximately 11 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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