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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 Avolio is a financial advisor with Morgan Stanley. Alexander is a registered representative with both Broker-Dealer and Investment Adviser licenses. Alexander has been in the financial services industry since 2012. Alexander has previously been registered with ING Financial Partners, Inc., Ameritas Investment Corp., and J.P. Morgan Securities LLC. In addition to working with Morgan Stanley, Alexander is also involved in other businesses: Terracelbi LLC and TC Brothers LLC. Alexander has passed the Series 6, 7, 63, and 66 exams. Alexander is registered in 23 states. Alexander has a variety of specializations including portfolio management for businesses, individuals, and investment companies. Alexander is an active member of the financial services industry and has been with Morgan Stanley since April 2023.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/21/2023 - Present
Morgan Stanley (Garden City NY)
NY
01/14/2015 - 04/25/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/21/2013 - 12/31/2014
AMERITAS INVESTMENT CORP. (MELVILLE NY)
NJ
03/27/2012 - 08/12/2013
ING FINANCIAL PARTNERS, INC. (JERSEY CITY NJ)
BOTH
Issued 01/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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