Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Alexander is a financial advisor registered with Edward Jones, a leading financial services firm. William has been working in the financial services industry since March 2017, starting with Wells Fargo Clearing Services, LLC. He has been with Edward Jones since May 2018. William is registered to provide financial advice in several states, including North Carolina, Texas, and others. He has a Series 6, 7 and 66 securities license, as well as the SIE. William specializes in retirement planning, portfolio management for individuals, investment planning, and more. He is committed to providing personalized financial advice to help clients reach their financial goals. William serves clients in the Raleigh, North Carolina area.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
07/29/2020 - Present
Edward Jones (RALEIGH NC)
NC
02/28/2017 - 05/11/2018
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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