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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Marc Alexander is a financial advisor with over 30 years of experience in the industry. Jeffrey currently works with Great Valley Advisor Group, Inc. Jeffrey's experience includes working with individuals, corporations, and pension and profit-sharing plans. Jeffrey provides investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. Jeffrey also provides insurance services.
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.
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.
Consulting 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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2
DE
05/03/2021 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
RI
02/22/2010 - 07/09/2015
CITIZENS SECURITIES, INC. (MIDDLETOWN RI)
MA
03/30/2009 - 03/08/2010
INVESTMENT PROFESSIONALS, INC. (MIDDLEBORO MA)
MA
05/16/2008 - 03/31/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW BEDFORD MA)
MA
02/11/2005 - 05/21/2008
IFMG SECURITIES, INC. (FALL RIVER MA)
MN
01/06/1994 - 01/25/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/06/1994 - 01/25/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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