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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 Mayrand is an investment advisor representative with Avantax Advisory Services, a firm with over 1761 licensed agents and 2478 investment advisor representatives. Alexander has been in the industry since February 2, 2004, and is registered in 23 states including Minnesota, Texas, and California. He is also registered with FINRA and is a Series 66, 7 and SIE exam holder. Alexander provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. In addition to his work at Avantax, Alexander is also a vice president at MRK Financial Solutions, Inc. and is an independent insurance agent. He has been with MRK Financial Solutions since September 2005. Alexander's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
01/25/2024 - Present
Avantax Advisory Services (PLYMOUTH MN)
CA
01/13/2004 - 08/29/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 08/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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