Unclaimed
Ryan Alexander is a financial advisor specializing in financial planning, portfolio management for individuals, and investment companies. Ryan Alexander is registered with Sound Income Strategies, LLC and has been in the industry for over six years. Ryan Alexander has experience with various firms like Fidelity Brokerage Services LLC, TD Ameritrade, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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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WI
02/01/2024 - Present
Sound Income Strategies, LLC (Madison WI)
IL
03/24/2021 - 09/20/2022
FIDELITY BROKERAGE SERVICES LLC (EVANSTON IL)
IL
12/07/2018 - 01/28/2021
TD AMERITRADE, INC. (NORTHBROOK IL)
IL
04/04/2018 - 11/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 05/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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