Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Marcus is an investment advisor representative with Newport Group Consulting, LLC. Alexander has been in the industry since 2021 and holds Series 63, Series 65, Series 6TO, and SIE licenses. Alexander is registered to provide investment advice in Florida and Georgia. The Newport Group Consulting, LLC office is located in Lake Mary, Florida.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
12/14/2022 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
11/28/2022 - 09/06/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
FL
08/09/2022 - 11/10/2022
TRIAD ADVISORS LLC (Orlando FL)
FL
08/30/2021 - 07/01/2022
J.P. MORGAN SECURITIES LLC (ORLANDO FL)
BC
Issued 12/14/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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