Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alessandra? Claim Your ProfileAlessandra Woodmansee is a financial professional with over 3 years of experience in the industry. Alessandra is currently registered as a Registered Representative (RR) and Investment Adviser Representative (IAR) with First Trust Advisors LP in Wheaton, Illinois. Alessandra is also licensed to conduct business in Illinois. Alessandra's professional background includes roles at Nestle, Vanguard, and First Trust Portfolios L.P. Alessandra is a Series 66, SIE, and Series 7 licensed holder.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
05/05/2017 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 05/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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