Alex Chisholm

Current Employers

Employment History

• 06/2017 → 01/2018
  The Prudential Insurance Company Of America
  Heathrow, FL
• 06/2017 → 01/2018
  Pruco Securities Llc
  Heathrow, FL
• 08/2016 → 06/2017
  Unemployed
  Heathrow, FL
• 03/2018 → 05/2019
  Guardian Life Insurance Company
  Maitland, FL
• 04/2018 → 05/2019
  Park Avenue Securities
  Maitland, FL
• 05/2019 → 12/2021
  Massmutual
  Orlando, FL
• 06/2019 → 12/2021
  Mml Investors Services
  Orlando, FL
• 03/2018 → 05/2019
  Westshore Financial Group
  Maitland, FL
• 03/2022 → Present
  Fidelity Investments
  Covington, KY
• 12/2021 → 03/2022
  Concierge Wealth Strategists
  Lake Mary, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Lake Mary, FL
• 2019-06-14 → 2020-12-21
  Mml Investors Services, Llc
  Orlando, FL
• 2018-05-18 → 2019-05-09
  Park Avenue Securities Llc
  Maitland, FL
• 2016-03-01 → 2016-08-18
  Signator Investors, Inc.
  Nashville, TN
• 2009-07-13 → 2014-10-30
  Usaa Financial Planning Services
  San Antonio, TX
  Tampa, FL
• 2007-11-26 → 2007-12-14
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Hilton Head, SC
• 2006-10-09 → 2007-10-31
  Truist Investment Services, Inc.
  Bluffton, SC
  Bluffton, SC
  Hilton Head, SC
  Orlando, FL
  Orlando, FL
  Hilton Head Island, SC

Exams

• S66 Uniform Combined State Law Examination
  2006-09-30
• S63 Uniform Securities Agent State Law Examination
  1998-12-30
• S65 Uniform Investment Adviser Law Examination
  1998-11-30

Other Names

• Alex Chisholm
• Alexander Benson Chisholm
• Alexander B Chisholm
• Alex Benson Chisholm