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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 Cabot is a financial advisor at Raymond James Financial Services Advisors, Inc. Alexander has been in the financial services industry since 2005. Alexander is a registered representative and investment advisor representative in Pennsylvania and Texas. Alexander has a broad range of experience in financial planning, investment management, and retirement planning. Alexander is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
PA
09/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (WAYNE PA)
PA
10/02/2009 - 11/19/2012
PURSHE KAPLAN STERLING INVESTMENTS (WEST CONSHOHOCKEN PA)
PA
06/01/2009 - 10/05/2009
MORGAN STANLEY SMITH BARNEY (WEST CONSHOHOCKEN PA)
PA
01/08/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
PA
09/18/2006 - 01/07/2008
A. G. EDWARDS & SONS, INC. (MEDIA PA)
PA
09/20/2005 - 08/16/2006
PNC INVESTMENTS (BRYN MAWR PA)
IA
Issued 02/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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