Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Potter is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Alexander has been in the securities industry since 2012. Alexander has passed the Series 6, Series 7, Series 63, and Series 65 exams. Alexander has been registered with Cambridge Investment Research Advisors, Inc. since 2017. Before that, Alexander was registered with MML INVESTORS SERVICES, LLC, and PRUCO SECURITIES, LLC. Alexander has a broad range of experience in the financial services industry and is committed to providing clients with personalized advice and guidance. Alexander specializes in retirement planning, investment management, and insurance. Alexander is also a volunteer with Smartvestor Pro.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
08/08/2017 - Present
Cambridge Investment Research Advisors, Inc. (Ann Arbor MI)
MI
04/08/2014 - 08/08/2017
MML INVESTORS SERVICES, LLC (Dearborn MI)
MI
07/16/2012 - 03/31/2014
PRUCO SECURITIES, LLC. (TROY MI)
IA
Issued 01/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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