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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 Davidson is an investment advisor representative with over 30 years of experience in the financial services industry. Currently, Alexander is a registered representative at Morgan Stanley. Alexander has held previous positions with UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. Alexander has a strong background in financial planning, asset allocation, and portfolio management. Alexander is a highly qualified advisor with a comprehensive understanding of the financial markets.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
04/02/2020 - Present
Morgan Stanley (Greenwich CT)
NY
03/10/2003 - 01/26/2015
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
01/13/2001 - 03/12/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
05/26/1993 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 07/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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