Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Scheel is an active Registered Representative and Investment Advisor Representative. Alex has been in the industry since 2020. Alex is currently registered with J.P. Morgan Securities LLC, and has been associated with this firm since 2019. Previously, Alex worked with MORGAN STANLEY, and First Republic Securities Company, LLC. Alex holds the Series 7TO, Series 66, Series 9, and Series 10 licenses. Alex is also a Certified Financial Planner.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
12/13/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
10/19/2023 - 02/20/2024
MORGAN STANLEY (San Francisco CA)
CA
09/29/2023 - 10/02/2023
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
12/16/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
BOTH
Issued 05/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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