Unclaimed
Alexander Davidson is a financial advisor at J.p. Morgan Securities LLC, registered with FINRA and in 53 states. Alexander is licensed to provide investment advisory services and securities brokerage services. Alexander passed the Series 63, Series 79TO and SIE exams, beginning their career in the securities industry on October 9, 2023. Alexander's current employer is J.p. Morgan Securities LLC which has a total of over $249 billion in regulatory assets under management. Alexander's clients include corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, charitable organizations, insurance companies, and labor unions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/09/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 10/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alexander Davidson is the right advisor for you? Invested Better is here to help.