Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexanne? Claim Your ProfileAlexanne McCann is a financial professional with over 20 years of experience in the industry. Alexanne has a broad range of experience in the financial services industry, including working with clients at Piper Jaffray & Co. and U.S. Bancorp Investments, Inc. Alexanne is currently registered with Concourse Financial Group Securities, Inc. and holds Series 7, Series 63 and SIE licenses. Alexanne specializes in providing a range of financial advisory services, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
05/24/2010 - Present
Concourse Financial Group Securities, Inc. (Seattle WA)
WA
05/12/2000 - 05/27/2010
PIPER JAFFRAY & CO. (SEATTLE WA)
MN
09/03/1997 - 04/15/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
01/14/1997 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BC
Issued 11/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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