Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Scott is a financial advisor at McLean Asset Management Corporation in Tysons, VA. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional, a CHARTERED FINANCIAL CONSULTANT™ professional and holds Series 7, 63 and 65 licenses. Alexander has been in the financial services industry since 2002 and has worked for Royal Alliance Associates, Inc., Fifth Third Securities, Inc., Hanson McClain Advisors, Simply Money Advisors, and McLean Asset Management Corporation. Alexander works with clients to develop financial plans, manage their investments, and provide them with financial advice. Alexander also provides insurance and annuity sales through McLean Insurance Solutions, 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.
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
OH
10/29/2024 - Present
McLean Asset Management Corp. (Maineville OH)
OH
12/12/2007 - 11/12/2013
ROYAL ALLIANCE ASSOCIATES, INC. (CINCINNATI OH)
OH
07/16/2002 - 12/13/2007
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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