Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Vail is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Alexander has been in the securities industry for over 6 years. Alexander is a Series 66, Series 7TO, and SIE licensed professional, and has experience with a variety of financial services, including portfolio management, financial planning, and pension consulting. Alexander has a strong track record of success in helping individuals and businesses achieve their financial goals. In addition to Alexander's role as a financial advisor, Alexander is also a partner in Vail Investments Marion St LLC, a rental real estate business. Alexander has a passion for helping others and is committed to providing his clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
10/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Bohemia NY)
BOTH
Issued 09/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alexander Vail is the right advisor for you? Invested Better is here to help.
