Unclaimed
Alex Cann, Jr., is a financial advisor with over 30 years of experience in the industry. Alex Cann, Jr. is registered with Morgan Stanley in Atlanta, GA and has a Series 7, 63 and 65 license. Alex Cann, Jr. was previously registered with Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC and J.C. Bradford & Co.. Alex Cann, Jr. is a Registered Representative of Morgan Stanley Smith Barney LLC. Alex Cann, Jr.'s experience includes providing investment advice and portfolio management services to individuals, families, and businesses. Alex Cann, Jr. has a proven track record of success in helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
05/09/2014 - Present
Morgan Stanley (Atlanta GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
07/28/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
08/22/1991 - 07/31/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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