Francis Alexander, financial advisor Forest Hills NY

Francis Alexander

CRD Number: 7181087
Current Firm: Prudential Financial Planning Services

Francis Alexander (CRD# 7181087) is an Investment Advisor Representative working at Prudential Financial Planning Services in Forest Hills, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Forest Hills, NY Jan 2020 - Current 2
Pruco Securities LLC Forest Hills, NY Sep 2019 - Current 2
Center For International Education Albany, NY Jan 2018 - Jun 2019 1
Stars Rehab East Meadow, NY May 2016 - Dec 2018 2
Unemployed Levittown, NY Jul 2015 - Apr 2016 < 1
Calda Pizzeria Levittown, NY Sep 2014 - Jun 2015 < 1
Unemployed Levittown, NY Jan 2009 - Aug 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2019
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Francis Alexander
Phone Number: 800-235-7637
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    14,969
    MILLIONS
  • Total Number of Accounts
    92,200
    ACCOUNTS
  • Average Account Value
    $162,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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