Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Floyd Ochse is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Portland, CT. Alexander has been in the industry since 2016 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Liberty Bank Investment Services. Alexander holds the Series 7, Series 66, and SIE licenses. Alexander's firm is based in Saint Petersburg, FL, and specializes in providing financial planning and investment management services for individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
03/08/2019 - Present
Raymond James Financial Services Advisors, Inc. (Portland CT)
CT
02/19/2016 - 03/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)
BOTH
Issued 04/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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