Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Snyder is a financial advisor who has been in the industry since 2018. Alexander has a Series 7, Series 66, and SIE license, and has been registered with the state of Tennessee since 2018. Alexander currently works at Duncan Williams Asset Management, LLC, where they manage client assets and 401(k) plans. Prior to this role, Alexander worked at B. RILEY WEALTH MANAGEMENT and RAYMOND JAMES & ASSOCIATES, INC. Alexander is a Registered Representative and Investment Advisor Representative with Duncan Williams Asset Management, LLC. Alexander's area of specialization includes investments, securities, financial planning, and asset management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
06/14/2024 - Present
Duncan Williams Asset Management, LLC (MEMPHIS TN)
TN
08/21/2018 - 06/20/2024
B. RILEY WEALTH MANAGEMENT (Memphis TN)
TN
01/11/2013 - 08/01/2013
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
BOTH
Issued 11/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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