Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAdvisors 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/30/2020 - Present
Oppenheimer & Co. Inc. (HOUSTON TX)
TX
03/14/2017 - 04/22/2020
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
TX
03/14/2017 - 04/22/2020
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC (HOUSTON TX)
MN
10/26/2010 - 04/08/2015
SIMMONS & COMPANY INTERNATIONAL (MINNEAPOLIS MN)
BC
Issued 12/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/3/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/25/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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