Unclaimed
Alec Brosnahan is a financial advisor with Raymond James & Associates, Inc. Alec is a highly experienced professional with expertise in investment banking and securities. Prior to joining Raymond James & Associates, Inc., Alec worked at William Blair, Houlihan Lokey Capital, Inc., and Robert W. Baird & Co. Incorporated. Alec has a deep understanding of the financial markets and a proven track record of success in providing investment advice to individual and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/29/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
07/18/2022 - 04/11/2023
WILLIAM BLAIR (CHICAGO IL)
IL
03/25/2021 - 06/30/2022
HOULIHAN LOKEY CAPITAL, INC. (CHICAGO IL)
IL
07/09/2019 - 03/17/2021
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
CO
04/17/2018 - 05/16/2018
QUADRIGA SECURITIES, LLC (DENVER CO)
BC
Issued 04/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Alec Brosnahan is the right advisor for you? Invested Better is here to help.