Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Dupree Davidson is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Alex is registered with the state of North Carolina as an Investment Advisor Representative. Alex is also registered as a Registered Representative with FINRA and with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Alex has been in the securities industry since October 17, 2018. Alex's previous firm was Equitable Advisors, LLC. Alex is a Series 6, Series 7, Series 63, and Series 66 licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NC
03/27/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
09/27/2018 - 03/05/2024
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 04/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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