Unclaimed
Chettamra Shunea Alexander is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Sulphur Springs, Texas. Chettamra has been in the financial industry since November 2007. Chettamra's current registrations include Series 7 and Series 66. Chettamra is also registered as an investment advisor representative in Texas. Chettamra Alexander has a strong track record of providing financial guidance to individuals and businesses. Chettamra is committed to helping clients reach their financial goals and is dedicated to providing excellent customer service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/08/2015 - Present
Raymond James Financial Services Advisors, Inc. (SULPHUR SPRINGS TX)
BOTH
Issued 12/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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