Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexander Paul Burpee

Moelis & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexander? Claim Your Profile

About Alexander Paul Burpee

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.

Firm Information

Alexander Burpee is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexander Burpee’s Registration & Firm History

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)

Not sure if Alexander Paul Burpee is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Paul Burpee.
Not sure if Alexander Paul Burpee is right for you?