Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin E. Alexander is a financial professional with over 8 years of experience in the industry. Colin is a Series 7, 24, 57, 99 and SIE licensed professional, and is currently registered with Raymond James & Associates, Inc. in Florida. Before joining Raymond James & Associates, Inc., Colin worked at J.P. MORGAN SECURITIES LLC in New York. Colin specializes in various financial services including Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Educational Seminars.
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.
Please see note in schedule d - miscellaneous
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
FL
05/28/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
02/03/2014 - 01/12/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 08/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 57 - Securities Trader Exam
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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