Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander McKenzie is a financial professional licensed in all 50 states and the District of Columbia. Alexander is registered with Tiaa-Cref Individual & Institutional Services, LLC and has been active in the industry since July 2024. Alexander specializes in financial planning, portfolio management for individuals, and selection of other advisors. Alexander is committed to providing clients with personalized financial guidance and strategies to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
07/29/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 08/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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