Unclaimed
Alexander Worth McAlister is an Investment Advisor Representative at Sterling Capital Management LLC. Alexander has over 30 years of experience in the financial services industry. Alexander is registered with the state of North Carolina and is also registered in Texas. He has passed the Series 6, 7, 63, and 65 exams. Alexander's previous employers include BB&T AM Distributors, Inc., Foreside Fund Services, LLC, UAM Fund Distributors, Inc., Sterling Capital Distributors, Inc., and NCNB Securities, Inc. Alexander is also involved in a number of other businesses, including SCM Investors LLC, TAB Holdings, Colony Pointe Homeowners Assoc., Sterling Capital Mutual Fund Board, McAlister Holdings LLC, and MF Management LLC.
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.
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.
Wrap & model programs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
11/26/2007 - Present
Sterling Capital Management LLC (CHARLOTTE NC)
NC
02/20/2007 - 10/08/2010
BB&T AM DISTRIBUTORS, INC. (CHARLOTTE NC)
ME
02/18/2002 - 12/31/2006
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
MA
04/23/1997 - 12/06/2000
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
NC
03/03/1997 - 03/27/1997
STERLING CAPITAL DISTRIBUTORS, INC. (CHARLOTTE NC)
NA
02/19/1986 - 01/27/1987
NCNB SECURITIES, INC.
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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