Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Witt is a financial advisor at Park Avenue Securities LLC. Alexander has been in the industry since 2017 and has a strong track record of success in providing financial advice to individuals and families. Alexander holds Series 7, 63, 86, and 87 licenses as well as a Chartered Financial Analyst designation. Alexander is registered to offer advisory services in Arkansas, California, Colorado, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington. Alexander has experience in the financial services industry, including working at RBC Capital Markets, LLC and Evercore Group LLC. Alexander is passionate about helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
08/20/2024 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
03/18/2019 - 05/25/2020
EVERCORE GROUP L.L.C. (New York NY)
NY
08/21/2017 - 02/19/2019
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/06/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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