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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward James Alexander is a financial advisor with Ameriprise Financial Services, LLC. Edward has been working in the financial services industry since 2014. Edward is registered to provide investment advisory services in California and Texas. Edward is also a registered representative of Ameriprise Financial Services, LLC, and is registered to sell securities in 22 states. Edward holds Series 63, 65, 7 and SIE licenses. Edward is a graduate of the University of California, Berkeley, and is a member of the Financial Planning Association.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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CA
02/01/2024 - Present
Ameriprise Financial Services, LLC (WESTLAKE VILLAGE CA)
CA
01/13/2016 - 02/09/2018
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
08/26/2015 - 01/19/2016
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
12/04/2014 - 08/27/2015
LOYAL3 SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 10/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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