Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Michael Bray is a financial professional with experience in the financial services industry. Alexander is currently registered with Cetera Investment Advisers LLC in Wisconsin. Alexander has also previously held positions with FIRST ALLIED SECURITIES, INC. and Equitable Advisors, LLC. Alexander holds the Series 7TO, SIE and Series 66 licenses. Alexander has experience in providing financial services, fixed insurance, tax preparation, and notarizing documents. Alexander's specializations include financial planning, portfolio management, and pension consulting.
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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2
WI
03/21/2024 - Present
Cetera Investment Advisers LLC (Brookfield WI)
WI
03/02/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Brookfield WI)
WI
07/22/2020 - 02/19/2021
EQUITABLE ADVISORS, LLC (MILWAUKEE WI)
BOTH
Issued 8/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 7/2/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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