Unclaimed
Alexander Horgan is a financial advisor at Morgan Stanley, with over two years of experience in the financial industry. Alexander is licensed to provide financial advice in 53 states and the District of Columbia. Alexander also holds Series 7, 63, and 66 licenses. Alexander has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Alexander specializes in asset allocation, financial planning, and portfolio management. Alexander is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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
GA
08/09/2024 - Present
Morgan Stanley (Alpharetta GA)
GA
08/03/2023 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 08/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
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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