Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Giles is a financial advisor with Janney Montgomery Scott LLC, based in Columbia, SC. Alexander has 20 years of experience in the financial services industry and is registered to offer securities and advisory services in 15 states and the District of Columbia. Prior to joining Janney Montgomery Scott, Alexander was employed by Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Alexander is a Series 7, Series 66, and SIE licensed financial professional with designations in Chartered Financial Consultant. Alexander is focused on financial planning, portfolio management, and pension consulting for individuals, corporations, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
07/30/2021 - Present
Janney Montgomery Scott LLC (COLUMBIA SC)
SC
06/21/2005 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
NJ
09/09/2002 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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