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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Morris is a financial advisor with Blackrock Investment Management, LLC. Alexander has been in the industry since January 1, 2015 and is registered with FINRA and the state of New Jersey. Alexander previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Sandler, O'Neill & Partners, L.P.. Alexander holds the Series 7, 86, 87, 63, and 66 licenses.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
NJ
05/30/2019 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
CA
01/31/2018 - 05/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
08/15/2014 - 09/29/2017
SANDLER, O'NEILL & PARTNERS, L.P. (SAN FRANCISCO CA)
BOTH
Issued 02/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/22/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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