Unclaimed
Alexander Gambrell is a financial advisor registered with Nicholas Hoffman & Company, LLC, a registered investment advisor. Alexander Gambrell has been a registered advisor for more than 30 years. His previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Credit Suisse First Boston Corporation. Alexander Gambrell currently holds Series 63 and Series 65 licenses. Alexander Gambrell offers financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors.
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.
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
GA
02/21/2018 - Present
Nicholas Hoffman & Company, LLC (ATLANTA GA)
GA
02/27/2009 - 07/13/2009
BANC OF AMERICA SECURITIES LLC (ATLANTA GA)
GA
05/18/1998 - 03/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
NY
05/11/1984 - 03/05/1998
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 04/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/07/1982
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/1984
Series 3 - National Commodity Futures Examination
BC
Issued 06/27/1984
Series 5 - Interest Rate Options Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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