Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Alexander is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian is a Series 7TO and SIE licensed advisor. Brian has worked in the financial industry since 2014 and has been with Merrill Lynch since May 2024. Brian's experience includes working in various roles at companies such as Spectrum Reach, Liberty Federal Credit Union, One Main Financial, Darden, University of Southern Indiana, KGK enterprises, Starbucks Coffee Company, Advance Auto Parts and Western Auto, and Bank of America, N.A. Brian has a strong background in providing financial services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and high-net-worth individuals.
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
CA
01/03/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SANTA MARIA CA)
BC
Issued 08/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2024
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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