Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Stephen Greene is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Alexander has been in the industry for over 9 years and is registered in 24 states. Alexander has experience in a variety of financial services, including portfolio management, financial planning, and pension consulting. Alexander holds the Series 7, 9, 10, and 66 licenses. Alexander has a diverse client base and offers a variety of services to meet their individual needs. Alexander Stephen Greene is committed to providing high-quality financial advice to help clients reach 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
03/04/2018 - Present
Raymond James Financial Services Advisors, Inc. (CARY NC)
BOTH
Issued 12/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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