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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 Ray is a financial advisor who is currently registered with Evoke Advisors in Los Angeles, California. Prior to joining Evoke Advisors, Alexander worked at Goldman Sachs & Co. LLC in Los Angeles, California. Previously, Alexander was employed at Morgan Stanley and J.P. Morgan Securities LLC in San Francisco, California. Alexander Ray has a strong background in the financial industry with experience in portfolio management and financial planning. Alexander has a Series 6, Series 7, Series 63, and Series 66 licenses. Alexander Ray is committed to providing his clients with personalized financial advice and helping them 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.
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.
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.
Administrtive service, financial planning, and sub-advisory fees
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2
CA
05/16/2022 - Present
Evoke Advisors (LOS ANGELES CA)
CA
06/03/2021 - 06/15/2022
GOLDMAN SACHS & CO. LLC (LOS ANGELES CA)
CA
07/01/2019 - 06/09/2021
MORGAN STANLEY (SAN FRANCISCO CA)
CA
10/17/2016 - 07/03/2019
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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