Unclaimed
Alexander Mcrae Chivers is a financial advisor currently registered with J.P. Morgan Securities LLC in New York, NY. Alexander has been in the financial services industry since 2017, working with Evercore Group L.L.C. in Houston, TX and New York, NY. Alexander holds the Series 63, SIE and Series 79 licenses. Alexander has experience in investment banking, financial planning, and portfolio management.
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
NY
04/15/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
TX
08/03/2021 - 04/09/2024
EVERCORE GROUP L.L.C. (HOUSTON TX)
NY
07/08/2020 - 01/25/2021
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/19/2017 - 07/29/2019
PERELLA WEINBERG PARTNERS LP (NEW YORK NY)
BC
Issued 12/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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