Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Alexander is a financial advisor with over 27 years of experience in the industry. Marlene is currently registered with Voya Investment Management Co. LLC and previously worked for Ivy Distributors, Inc., Waddell & Reed, Bear, Stearns & Co. Inc., Evergreen Investment Services, Inc., First Union Brokerage Services, Inc., and SunTrust Securities, Inc.. Marlene holds several licenses and certifications including Series 63, 65, 66, 7, 24, and SIE. Marlene Alexander specializes in providing financial advice to individuals, businesses, pooled investment vehicles, investment companies, insurance companies, banking institutions, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/26/2023 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
KS
11/01/2001 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
05/22/2003 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
NY
11/12/1998 - 03/15/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NC
06/29/1998 - 10/28/1998
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
03/29/1994 - 01/08/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
09/08/1992 - 03/31/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 07/26/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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