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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 Vicente is an investment advisor representative registered with Morgan Stanley since October 2018. Alexander is a Series 66, Series 7TO, and SIE licensed representative, who has over 5 years in the industry. Alexander specializes in financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. Alexander is licensed in numerous states across the United States.
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
NJ
07/22/2021 - Present
Morgan Stanley (Mount Laurel NJ)
BOTH
Issued 05/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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