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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 Mason Thomas is a financial advisor in Columbia, MD. Alexander is registered with Equitable Advisors, LLC and has been in the industry since July 2014. Alexander holds Series 6, 7, 63, and 65 licenses and is a registered Investment Advisor representative in 12 states, including California, Colorado, District of Columbia, Florida, Illinois, Maryland, New Jersey, Ohio, Pennsylvania, Texas, Virginia, and Washington. Alexander's experience includes working at Janus Distributors LLC in Denver, CO before joining Equitable Advisors, LLC in New York, NY in 2015.
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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MD
01/18/2024 - Present
Equitable Advisors, LLC (COLUMBIA MD)
CO
06/04/2014 - 04/29/2015
JANUS DISTRIBUTORS LLC (DENVER CO)
IA
Issued 04/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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