Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Alexander is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York, NY. Justin is a seasoned financial professional, having worked in the financial services industry since January 2013. He is licensed to conduct business in Connecticut, New York and Texas. Justin offers portfolio management for individuals and businesses and can provide performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors. Previously, Justin worked at RAYMOND JAMES & ASSOCIATES, INC., FUNDS DISTRIBUTOR, LLC and TERRA CAPITAL MARKETS LLC. Justin is also a consultant/independent contractor with ProTerra Dental Group, P.C.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
03/06/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CT
09/13/2017 - 09/20/2018
RAYMOND JAMES & ASSOCIATES, INC. (Greenwich CT)
NY
09/04/2015 - 05/24/2017
FUNDS DISTRIBUTOR, LLC (NEW YORK NY)
NJ
01/17/2013 - 08/17/2015
TERRA CAPITAL MARKETS LLC (MAHWAH NJ)
PA
07/17/2012 - 01/07/2013
PACER FINANCIAL, INC. (PAOLI PA)
BOTH
Issued 03/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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