Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Williams is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Alexandria has been in the industry since December 2010. Alexandria specializes in providing portfolio management for both businesses and individuals. Alexandria also provides advisory services to corporations, charitable organizations, insurance companies, and individuals other than high-net-worth individuals. Alexandria is licensed in over 50 states and holds several industry licenses. Alexandria was previously employed by Morgan Stanley Smith Barney in Albuquerque, NM.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/04/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
NM
05/04/2010 - 08/19/2011
MORGAN STANLEY SMITH BARNEY (ALBUQUERQUE NM)
BOTH
Issued 05/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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