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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 Brennan is a financial advisor with Ameriprise Financial Services, LLC. Alexander has been in the industry since 2017 and has worked for several firms including J.P. Morgan Securities LLC, Truist Investment Services, Inc., J.W. Cole Financial, Inc., and Morgan Stanley. Alexander specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Alexander's firm offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation services
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
VA
07/22/2024 - Present
Ameriprise Financial Services, LLC (Richmond VA)
VA
10/06/2023 - 06/26/2024
J.P. MORGAN SECURITIES LLC (Chesterfield VA)
VA
09/12/2022 - 05/23/2023
TRUIST INVESTMENT SERVICES, INC. (GRAFTON VA)
VA
04/21/2022 - 05/24/2022
J.W. COLE FINANCIAL, INC. (Midlothian VA)
VA
01/23/2020 - 03/29/2022
MORGAN STANLEY (Richmond VA)
MD
08/02/2017 - 07/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
03/01/2017 - 03/09/2017
AMERIPRISE FINANCIAL SERVICES, INC. (ELLICOTT CITY MD)
PA
07/31/2013 - 09/15/2015
MORGAN STANLEY (YORK PA)
BOTH
Issued 09/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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