Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Barrett is a financial advisor who has been in the industry for 10 years. Alexander is currently registered with Truist Advisory Services, Inc., which is based in Winston-Salem, NC. Alexander is also registered with the State of Texas as a Resident Investment Advisor. Prior to joining Truist Advisory Services, Inc., Alexander was a Registered Representative at BB&T Securities, LLC. Alexander is licensed to provide investment advisory services in 37 states. Alexander has passed several securities exams, including the Series 7, Series 63, Series 31, Series 79, and the SIE. Alexander is an active member of the community, and he is currently on the board of directors of both the Winston-Salem Foundation and the Centers of Aging and Rehabilitation of Florida, Inc. Alexander specializes in portfolio management for individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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NC
05/25/2021 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
VA
05/05/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
05/23/2012 - 05/21/2014
WATERMARK ADVISORS, LLC (GREENVILLE SC)
IA
Issued 06/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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