Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Cote is a financial professional with experience in the financial services industry. Alexander has been registered with the Securities and Exchange Commission (SEC) since 2018. Alexander has a background in finance and has worked for several financial institutions, including Amerprise Financial Services, Inc. and RBC Capital Markets, LLC. Alexander is currently registered with SCS Capital Management LLC and is a Certified Financial Planner. Alexander works with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
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.
Credit, cash management, 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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/14/2024 - Present
SCS Capital Management LLC (BOSTON MA)
RI
06/14/2019 - 11/09/2023
RBC CAPITAL MARKETS, LLC (PROVIDENCE RI)
RI
06/20/2018 - 06/06/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Cumberland RI)
BOTH
Issued 07/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alexander Cote is the right advisor for you? Invested Better is here to help.
