Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Charles Alexander is a financial advisor with over 14 years of experience in the industry. Erik Alexander is currently registered with First Citizens Investor Services, Inc. and has previously worked at several other firms, including SunTrust Investment Services, Inc., Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, Inc., Wachovia Securities, LLC and First Union Brokerage Services, Inc. Erik Alexander holds a Series 6, 7, 63, 65, 66 and SIE license and has a strong track record of providing personalized financial advice to a wide range of clients.
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.
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.
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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2
FL
02/03/2025 - Present
First Citizens Investor Services, Inc. (Ft Lauderdale FL)
FL
05/15/2012 - 06/13/2013
SUNTRUST INVESTMENT SERVICES, INC. (KEY BISCAYNE FL)
FL
10/22/2009 - 05/11/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
NY
05/24/2007 - 03/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
01/26/2007 - 04/16/2007
MML INVESTORS SERVICES, INC. (MIAMI FL)
MO
10/01/2000 - 02/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/26/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 01/26/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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