Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Lam is a financial advisor with Morgan Stanley. Alexander is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to conduct securities business in 53 states and the District of Columbia. Alexander has been in the financial industry for over two years, and has experience working with a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, and corporations. Alexander can provide financial planning, portfolio management, and other advisory services to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
03/19/2024 - Present
Morgan Stanley (Palm Beach FL)
FL
08/12/2022 - 10/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOYNTON BEACH FL)
FL
11/08/2021 - 06/01/2022
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
01/25/2021 - 09/27/2021
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
BOTH
Issued 06/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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