Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Chance Jones is a financial advisor registered with Ameriprise Financial Services, LLC. Alexander has been working in the financial services industry since 2019. Alexander currently holds licenses for Securities Industry Essentials, General Securities Representative Examination, Uniform Securities Agent State Law Examination, and Uniform Combined State Law Examination. Alexander holds Series 66, Series 7TO and Series 63 licenses and is registered to provide investment advice and financial planning in Pennsylvania, Texas and other states. Alexander previously worked with Concourse Financial Group Securities, Inc. and Ameriprise Financial Services, LLC.
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.
Asset allocation services
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.
1
2
PA
07/11/2022 - Present
Ameriprise Financial Services, LLC (LANCASTER PA)
PA
09/11/2019 - 12/07/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (WILLOW STREET PA)
BOTH
Issued 06/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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