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 is registered with the state of Georgia and Texas. Alexandria has been in the financial services industry for over 4 years. Alexandria is also registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 7, Series 66 and SIE exams. Alexandria specializes in helping individual investors, families, and businesses achieve their financial goals. Alexandria's experience in the financial services industry is a testament to her commitment to providing quality advice and guidance to her clients.
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
GA
10/31/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROSWELL GA)
BOTH
Issued 09/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials 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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