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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 Supplee is a financial advisor with United Capital Financial Advisors. Alexander is based in Baltimore, MD. Alexander has been in the industry since 2013 and holds the Series 66, Series 7, and SIE licenses. Alexander is also a Certified Financial Planner. Alexander is currently registered with the states of Maryland and Texas.
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.
Sub-adviser for other investment advisers
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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MD
02/07/2020 - Present
United Capital Financial Advisors (BALTIMORE MD)
MD
01/12/2022 - 03/05/2024
GOLDMAN SACHS & CO. LLC (TIMONIUM MD)
MD
11/01/2017 - 06/30/2020
CETERA ADVISOR NETWORKS LLC (HUNT VALLEY MD)
MD
09/21/2017 - 11/01/2017
GIRARD SECURITIES, INC. (HUNT VALLEY MD)
MD
06/02/2016 - 09/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
PA
05/29/2014 - 05/10/2016
MORGAN STANLEY (BLUE BELL PA)
BOTH
Issued 07/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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