Unclaimed
Alexander Drexel is a financial advisor with over 15 years of experience in the financial services industry. Alexander is currently registered with Raymond James & Associates, Inc. in Florida and has previously held positions with PNC INVESTMENTS, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW INC., Northwestern Mutual Investment Services, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Alexander holds a Series 66, Series 7, Series 4 and Series 24 license. Alexander focuses on providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/18/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
OH
07/11/2012 - 09/01/2015
PNC INVESTMENTS (SUNBURY OH)
OH
06/01/2009 - 05/29/2012
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
06/29/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ALBANY OH)
WI
05/11/2005 - 10/10/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MN
12/10/2004 - 03/28/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/10/2004 - 03/28/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2017
Series 4 - Registered Options Principal Examination
BC
Issued 09/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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