Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Allison-Taylor Garrett is a registered investment advisor with Cetera Investment Advisers LLC. Alexander has been in the financial services industry since 2008. Alexander holds the Series 6, 7, 63, and 65 licenses. Alexander also has a history of employment with VOYA FINANCIAL ADVISORS, INC. and THE O.N. EQUITY SALES COMPANY. Alexander specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (TROY MI)
MI
04/04/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TROY MI)
MI
10/10/2012 - 03/28/2013
THE O.N. EQUITY SALES COMPANY (STERLING HEIGHTS MI)
MI
03/07/2012 - 10/03/2012
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
MI
08/04/2010 - 03/06/2012
METLIFE SECURITIES INC. (STERLING HEIGHTS MI)
MI
04/25/2008 - 02/03/2009
SIGNATOR INVESTORS, INC. (STERLING HEIGHTS MI)
IA
Issued 12/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/7/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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