Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Bryan has been in the financial services industry since 1982. Alexander is currently registered with Raymond James & Associates, Inc. in Burlington, VT. Alexander has previously been registered with UBS Financial Services Inc. and McDonald Investments Inc. Alexander has a Series 7, Series 10, Series 9, Series 63 and Series 65 license and specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
VT
05/05/2015 - Present
Raymond James & Associates, Inc. (Burlington VT)
VT
02/09/2007 - 05/14/2015
UBS FINANCIAL SERVICES INC. (SOUTH BURLINGTON VT)
VT
09/08/2000 - 02/09/2007
MCDONALD INVESTMENTS INC. (BURLINGTON VT)
MO
02/16/1988 - 09/21/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
02/15/1988 - 03/16/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/30/1982 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alexander Bryan is the right advisor for you? Invested Better is here to help.
