Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Coats is an Investment Advisor Representative at Edelman Financial Engines in PHOENIX, AZ. Alexander has been in the financial industry since 2014. Alexander holds Series 6, 7, 63 and 65 licenses. Previously, Alexander was registered with Ameriprise Financial Services, Inc., VOYA INVESTMENTS DISTRIBUTOR, LLC, MML INVESTORS SERVICES, LLC, and MetLife Securities Inc. Alexander is currently registered as an Investment Advisor Representative in Arizona and Texas.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
AZ
01/21/2020 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
06/11/2019 - 11/04/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
12/16/2016 - 05/31/2019
VOYA INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
AZ
07/20/2015 - 09/01/2016
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
08/13/2014 - 04/23/2015
METLIFE SECURITIES INC. (TEMPE AZ)
IA
Issued 12/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Alexander Coats is the right advisor for you? Invested Better is here to help.
