Unclaimed
Raoul Alexander is a financial advisor with over 20 years of experience in the industry. Raoul is currently registered with J.P. Morgan Securities LLC and has previously worked at Paychex Securities Corporation and AIG Capital Services, Inc. Raoul holds multiple licenses and certifications, including Series 6, Series 26, and Series 63. Raoul is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
03/26/2019 - Present
J.p. Morgan Securities LLC (PICKERINGTON OH)
CA
03/29/2016 - 12/10/2018
PAYCHEX SECURITIES CORPORATION (Culver City CA)
CA
10/05/2000 - 05/05/2015
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
BC
Issued 03/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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