Shaju Alexander

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 01/2025
  Lincoln Financial Securities Corporation
  San Antonio, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2006-09-08 → 2025-01-24
  Osaic Fs, Inc.
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 1998-04-14 → 2006-01-31
  Pruco Securities, Llc.
  San Antonio, TX

Other Businesses

1) SHAJU ALEXANDER POSITION: Agent NATURE: The sales and service of Fixed Life insurance, Health and Disability insurance to customers. FIXED PRODUCTS ONLY. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 601 NW LOOP 410, ste 240, San Antonio TX 78216, United States DESCRIPTION: The sales and service of Fixed life insurance, Health and Disability insuranceto customers. Fixed products only.

Exams

• S66 Uniform Combined State Law Examination
  1998-03-31

Other Names

• Shaju Alexander