Mark Alexander - Morgan Stanley Smith Barney Financial Advisor

Market Information Delayed 20 Minutes

Welcome Associations Education Services Experience

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

Madison Kennedy Little League Association
Madison, WI
Mike Alexander Memorial Scholarship Fund, Inc.
Benton, WI
National Rifle Association
Fairfax, VA
U.W. Platteville Alumni Association
Platteville, WI
Wisconsin Woodland Owners Association
Stevens Point, WI
Madison Edgewood College
Corporate Baseball Booster
Rocky Mountain Elk Foundation
Sponsor Member
National Wild Turkey Federation
Monona Home Talent Sponsor

Services

401k Rollovers
Asset Management
Certificates of Deposit
Commodities
Defined Contribution Plans
Education Planning
Exchange Traded Funds
Estate Planning
Financial Planning
Fixed Income
Insurance Services
Municipal Bonds
Professional Portfolio Management
Retirement Planning
Socially Responsible Investing
Trust Services and Accounting
Wealth Management

Education and Licensing

Bachelor of Science - Business and Economics, 1975
University of Wisconsin - Platteville
Platteville, WI
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Guided Portfolio Management Program
Smith Barney
State of Wisconsin Life & Annuity
License and Appointments
State of Minnesota Life & Annuity
License and Appointments
State of Florida Life & Annuity
License and Appointments
Portfolio Manager Program - Smith Barney
State of North Carolina Life & Annuity

Honors and Recognition

Item One
Item Two
Item Three

Business Experience

1983 - Present: Morgan Stanley Smith Barney

Vice President
Madison,WI
1981 - 1983: Endries Fastener, Co.

Regional Sales
Brillion, WI
1978 - 1981: U.S. Gypsum, Co.

Regional Sales
Milwaukee, WI
1975 - 1978: Newell Companies

District Sales
Freeport, IL

Bulletin Board

The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
See Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

Mark Alexander is licensed in the following state(s): AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MS, NC, NJ, NM, NV, NY, OK, SC, TX, VA, WA, WI, WY

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

FEATURED REPORTS