Unclaimed
Alexander Paul Burpee is a registered representative with Moelis & Co. LLC, with a branch office in Houston, TX. Alexander Burpee has been in the securities industry since January 24, 2019. Alexander has successfully passed the Series 63, Series 24, SIE and Series 79 exams. Alexander Burpee is currently registered in Texas as a registered representative. Previously, Alexander Burpee was registered with Guggenheim Securities, LLC, Citigroup Global Markets Inc., and Jefferies LLC.
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.
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.
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2
TX
03/05/2024 - Present
Moelis & Co. LLC (HOUSTON TX)
TX
10/04/2022 - 03/07/2024
GUGGENHEIM SECURITIES, LLC (Houston TX)
TX
12/23/2020 - 09/20/2022
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
12/18/2018 - 11/27/2020
JEFFERIES LLC (HOUSTON TX)
BC
Issued 01/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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