Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexia? Claim Your ProfileAlexia Ball is an active investment advisor representative with over 23 years of experience in the financial services industry. Alexia currently works with J.P. Morgan Securities LLC in Madison, Alabama. She is a licensed investment advisor in Alabama. Before joining J.P. Morgan Securities LLC, Alexia worked with PNC Investments, Cambridge Investment Research, Inc., and First Command Financial Planning, Inc. Her expertise includes a wide range of financial services and products, including financial planning, portfolio management, pension consulting, and selection of other advisors. Alexia is committed to providing her clients with personalized and comprehensive financial advice, helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AL
02/22/2024 - Present
J.p. Morgan Securities LLC (Madison AL)
AL
11/24/2021 - 02/14/2024
PNC INVESTMENTS (HUNTSVILLE AL)
AL
12/03/2018 - 12/03/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (HUNTSVILLE AL)
AL
06/02/2000 - 11/29/2018
FIRST COMMAND FINANCIAL PLANNING, INC. (HUNTSVILLE AL)
IA
Issued 11/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
M
MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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