Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra McCormack is a registered representative with Raymond James & Associates, Inc. based in Boise, ID. Alexandra has been in the financial services industry since 2016. Before joining Raymond James & Associates, Inc., Alexandra has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Alexandra holds Series 6, 7, and 66 licenses and a SIE exam certificate.
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.
Please see note in schedule d - miscellaneous
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.
1
2
ID
06/20/2023 - Present
Raymond James & Associates, Inc. (Boise ID)
ID
04/05/2019 - 05/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
TX
12/19/2018 - 03/26/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
ID
02/06/2017 - 12/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
NY
05/27/2016 - 08/16/2016
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
BOTH
Issued 05/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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