Unclaimed
Alexander Murray is a financial advisor with over 14 years of experience in the industry. He has a strong track record of success in helping clients reach their financial goals. Alexander is currently registered with BNY Mellon Securities Corp. and holds Series 3, 7, and 63 securities licenses as well as Series 65 Investment Advisor license. Previously, Alexander worked at J.P. MORGAN SECURITIES LLC and PIMCO INVESTMENTS LLC. Alexander specializes in helping individuals and businesses with their financial planning needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
CA
05/15/2024 - Present
BNY Mellon Securities Corp. (NEWPORT BEACH CA)
CA
06/09/2017 - 08/01/2022
J.P. MORGAN SECURITIES LLC (Irvine CA)
CA
05/09/2012 - 05/12/2017
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
DC
11/12/2008 - 05/03/2012
J.P. MORGAN SECURITIES LLC (WASHINGTON DC)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2012
Series 3 - National Commodity Futures Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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