Unclaimed
Alex Shrewsbury is a financial advisor at Edward Jones. Alex has been in the financial services industry since December 2022. Alex is registered with FINRA and the state of Indiana. Alex is a Series 66, Series 7TO, and SIE license holder. Alex specializes in financial planning, pension consulting, and selecting other advisors. Alex is a licensed agent and investment advisor representative. Alex is a registered representative with Edward Jones.
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
IN
04/19/2023 - Present
Edward Jones (ZIONSVILLE IN)
BOTH
Issued 02/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alex Shrewsbury is the right advisor for you? Invested Better is here to help.