Unclaimed
Alesandra Miller is a financial advisor with Commonwealth Financial Network, a large financial firm based in Waltham, MA. Alesandra has been in the industry since 2018. Alesandra has several years of experience working with different financial institutions, including BlackRock Investments, John Hancock Investments, State Street, and Morgan Stanley. Alesandra is registered to provide investment advice in several states including California, Colorado, Connecticut, Florida, Illinois, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island and South Carolina. Alesandra provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/05/2024 - Present
Commonwealth Financial Network (BURLINGTON MA)
MA
10/17/2019 - 01/23/2024
MORGAN STANLEY (Boston MA)
MA
08/27/2018 - 10/03/2019
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
BOTH
Issued 09/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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