Matthew R. Alexander
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew R Alexander, who also goes by Matthew Ray Alexander, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 1994. Matthew had worked at 10 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 31, 2013 - January 13, 2015
STEWARDSHIP WEALTH MANAGEMENT
March 12, 2009 - December 31, 2012
STEWARDSHIP WEALTH MANAGEMENT
September 24, 2007 - December 31, 2008
STEWARDSHIP WEALTH MANAGEMENT
August 21, 2007 - September 14, 2007
INTEGRITY ADVISORY, LLC
April 24, 2002 - June 12, 2007
CHARLES SCHWAB & CO., INC.
February 15, 2002 - June 12, 2007
CHARLES SCHWAB & CO., INC.
September 29, 2000 - February 5, 2002
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 3, 1999 - October 13, 2000
VESTAX SECURITIES CORPORATION
March 13, 1998 - March 3, 1999
WALNUT STREET SECURITIES, INC.
July 29, 1996 - March 13, 1998
MORGAN STANLEY DW INC.
June 5, 1996 - July 29, 1996
VSR FINANCIAL SERVICES, INC.
June 8, 1994 - November 15, 1994
WALL STREET ACCESS
January 12, 1994 - January 19, 1994
DAIN RAUSCHER INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STEWARDSHIP WEALTH MANAGEMENT
CRD#: 144338 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 7,500,000 |
Red Flags
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