Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Williamson Jones is a registered representative with M Holdings Securities, Inc. Alexander has been in the financial industry since 2013 and has experience with both Northwestern Mutual Investment Services, LLC and FNBB CAPITAL MARKETS, LLC. Alexander holds a Series 6, Series 63, and Series 65 license. Alexander is registered with the state of Alabama. Alexander has a focus on investment advisory services, financial planning, and portfolio management for individuals and businesses. Alexander is located in Birmingham, Alabama.
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.
A percentage of the total value of assets under management is charged.
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2
AL
02/01/2019 - Present
M Holdings Securities, Inc. (Birmingham AL)
AL
02/21/2017 - 02/07/2019
FNBB CAPITAL MARKETS, LLC (BIRMINGHAM AL)
AL
09/03/2013 - 01/17/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BIRMINGHAM AL)
IA
Issued 05/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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