Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander McGrath is a financial advisor with over 12 years of experience in the industry. Alexander is a registered representative of LPL Financial LLC, a leading independent broker-dealer, and provides a wide range of financial services to individuals, families, and businesses. Alexander has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized service and guidance. Alexander holds the Series 7, Series 66 and SIE securities 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
11/14/2022 - Present
LPL Financial LLC (GREENVILLE SC)
SC
12/13/2010 - 12/05/2022
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
BOTH
Issued 01/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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