Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Sherman is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors. Alex is registered with FINRA and is a licensed investment advisor. Alex holds the Series 7, 66, and SIE licenses and has been in the industry since 2016. Alex is registered to provide advisory services in 18 states, including Arizona, Arkansas, California, Colorado, Florida, Louisiana, Missouri, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Alex is also registered to provide investment advisory services in Texas. Alex offers a variety of financial planning services to individuals, families, and businesses, including retirement planning, college savings, and estate planning. Alex is committed to helping clients achieve their financial goals. Alex is also involved in the community, serving as the Interim Music Director at Sherman Bible Church in Sherman, TX.
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
TX
05/30/2017 - Present
Edward Jones (POTTSBORO TX)
BOTH
Issued 11/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
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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