Unclaimed
Alex Mclean Ditto is an investment advisor representative at Edward Jones with over 2 years of experience in the financial industry. Alex holds a Series 65, Series 66, and Series 7TO securities licenses, in addition to the SIE exam, and is registered in 18 states. Alex provides financial planning and investment advice to individuals, families, and small businesses. They offer a range of services, including portfolio management, retirement planning, and college savings. Alex is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
07/13/2023 - Present
Edward Jones (YAKIMA WA)
BOTH
Issued 07/12/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2023
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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