Unclaimed
Alexander Morrall is a financial advisor registered with Cetera Investment Advisers LLC in both Minnesota and Texas. Alexander has been in the financial industry since 2015 and has been registered with Cetera since 2023. Alexander is also registered with the state of Minnesota as an Investment Advisor Representative. Alexander previously worked for Securian Financial Services, Inc. and CRI Securities, LLC. Alexander is a Certified Financial Planner. Alexander's past work history includes roles with Fortune Financial, Minnesota Life Ins Co, North Star Consultants & North Star Brokerage, and Twin Cities Wellness Collective. Alexander has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. Alexander specializes in financial planning, pension consulting, and portfolio 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.
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.
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.
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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
11/05/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
11/05/2015 - 10/22/2021
CRI SECURITIES, LLC (MINNETONKA MN)
BOTH
Issued 12/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/5/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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