Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Alexander is a financial advisor with over 10 years of experience in the industry. He currently works at Park Avenue Securities LLC, where he is registered as a securities representative in Florida and Georgia. Stephen has previously worked for several other firms, including Securian Financial Services, Inc., NYLIFE Securities LLC, and Pershing LLC. He has a strong background in financial planning and portfolio management, and he is dedicated to helping clients 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.
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.
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2
FL
11/18/2022 - Present
Park Avenue Securities LLC (LAKE MARY FL)
FL
07/15/2019 - 12/07/2020
SECURIAN FINANCIAL SERVICES, INC. (Maitland FL)
FL
12/19/2012 - 07/19/2017
NYLIFE SECURITIES LLC (LONGWOOD FL)
FL
06/22/2011 - 10/31/2012
PERSHING LLC (LAKE MARY FL)
TX
05/14/1999 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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