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Kevin K

Series 66

The Villages, FL

Alexander Capital Wealth Management LLC

Kevin Kulins is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at State Farm VP Management Corp, MassMutual Life Insurance Co., and Edward Jones. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients, managing portfolios through multiple advisory teams and employing a combination of proprietary technical analysis and fundamental review to guide asset allocation.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Clemente P

Series 63, Series 66

The Villages, FL

Alexander Capital Wealth Management LLC

Clemente Palacios is a financial advisor at Alexander Capital Wealth Management LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Nicc & Clem Incorporated, and several banking institutions. Outside of his advisory role, he serves as Vice President and Board Member of a homeowners association and operates an insurance agency specializing in life and annuity products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Niccole P

Series 66

The Villages, FL

Alexander Capital Wealth Management LLC

Niccole Palacios is a financial advisor at Alexander Capital Wealth Management LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, US Bank, and Guaranteed Rate. Outside of advising, she engages in mindset and performance coaching and music projects through her sole proprietorship, All I Did Was Me. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down, asset-allocation approach using proprietary technical analysis and fundamental review, managing portfolios through multiple advisory teams and third-party money managers.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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