Unclaimed
Alexander Mallory is an active broker with a Series 6TO and SIE license and is registered with J.p. Morgan Securities LLC. He is currently serving clients in the Fort Collins, Colorado area and has been in the industry since January 2024. Alexander focuses on investment company products, variable contracts and securities. Alexander is also an Investment Advisor Representative and is registered in Colorado.
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
CO
01/24/2024 - Present
J.p. Morgan Securities LLC (FT COLLINS CO)
BC
Issued 01/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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