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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Ballantyne Barnes is a financial advisor with Cornerstone Wealth. He has been in the industry for over 10 years and holds a Series 6, 7, and 63 license. He is a Certified Financial Planner and has experience working with high-net-worth individuals and families. Barnes offers a range of services including financial planning, portfolio management, and retirement planning. His firm offers services to various clientele, including high-net-worth individuals, corporations, and individuals.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
NC
01/03/2018 - Present
Cornerstone Wealth (Belmont NC)
NC
04/11/2018 - 08/28/2019
MUTUAL SECURITIES, INC. (Gastonia NC)
SC
01/22/2013 - 11/08/2017
LPL FINANCIAL LLC (LEXINGTON SC)
NC
07/31/2012 - 01/17/2013
SECU BROKERAGE SERVICES (CHARLOTTE NC)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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