Unclaimed
Richard Alexander is a financial professional with over 10 years of experience in the financial services industry. Richard holds licenses in multiple states including Alabama, Arkansas, Florida, Louisiana, Mississippi, and Texas. Richard's current firm is Eagle Strategies LLC, a firm with a strong track record of providing investment advice and financial planning services to a diverse clientele. Richard is also an insurance broker appointed with outside carriers for the purpose of brokering non-registered insurance products. Richard specializes in financial planning, investment advice, and providing financial education to individuals and businesses. Richard Alexander is committed to building long-term relationships with clients and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
AL
03/05/2019 - Present
Eagle Strategies LLC (MOBILE AL)
AL
05/09/2012 - 04/15/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOBILE AL)
IA
Issued 03/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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