Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Graham is a financial advisor with over 25 years of experience in the financial services industry. Alexander is currently registered with Osaic Wealth, Inc. in Fort Lauderdale, Florida. Previously, Alexander was registered with SAGEPOINT FINANCIAL, INC. and MML INVESTORS SERVICES, LLC. Alexander specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, and institutions.
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.
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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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
11/19/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
03/25/2017 - 11/22/2019
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
FL
03/04/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
10/12/2009 - 03/08/2016
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
10/05/2009 - 10/14/2009
AMERIPRISE FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
FL
01/17/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FT. LAUDERDALE FL)
NY
06/10/1997 - 01/15/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
05/22/1997 - 10/02/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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