Alexander M. Shortle
Professional summary
Alexander Macdonald Shortle, who also goes by Alex Macdonald Shortle, Alexander Macdonald Shortle, is a registered financial professional currently at M&A SECURITIES GROUP, INC. located in Kansas City, Missouri.
Alexander is registered as a RR (Registered Representative) and started their career in finance in 2009. Alexander has worked at 3 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Alexander Macdonald Shortle's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2021 - Present
M&A SECURITIES GROUP, INC.
Office #1: 4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116April 1, 2019 - March 29, 2021
PERICULUM CAPITAL MARKETS, LLC
March 1, 2012 - January 10, 2014
PERICULUM CAPITAL MARKETS, LLC
September 29, 2009 - May 24, 2011
HSBC SECURITIES (USA) INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/30/2025)
(4/5/2021)
(1/11/2024)
(8/4/2025)
(5/8/2025)
Exams
Series 82TO
Date: 5/17/2019
Limited Representative-Private Securities OfferingsSeries 79TO
Date: 4/1/2019
Investment Banking Registered Representative ExaminationFINRA
Current Firm
M&A SECURITIES GROUP, INC.
CRD#: 39999 / SEC#: , 8-48926
Contact information
FINRA licenses (48 States and Territories)
Documents
Red Flags
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Company Information
M&A SECURITIES GROUP, INC.
CRD#: 39999Kansas City, MO 64116TRUST BUT VERIFY
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