Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex McKinley Stevenson is an investment advisor representative with Encompass More Asset Management LLC. Alex has been in the securities industry for 8 years. Alex has Series 7 and Series 66 securities licenses. Alex is also a registered Investment Advisor Representative in Virginia. Alex was previously affiliated with Centaurus Financial, Inc. and National Securities Corporation. Alex has also been a Managing Partner with Skyline Financial Partners, LLC since 2023 where Alex provides life insurance and annuities services.
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.
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.
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CA
05/02/2023 - Present
Encompass More Asset Management LLC (DANVILLE CA)
VA
01/29/2019 - 03/05/2020
CENTAURUS FINANCIAL, INC. (FAIRFAX VA)
NY
05/07/2015 - 03/06/2017
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
BOTH
Issued 03/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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