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Alexa Beviano

Flourish Financial LLC

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About Alexa Beviano

Alexa Beviano is a financial advisor currently registered with Flourish Financial LLC. Alexa has 3 years of experience in the financial industry and holds the Series 6, 7, and SIE licenses. Alexa’s previous experience includes roles at Mutual of America Life Insurance Company and Mutual of America Securities LLC.

Firm Information

Alexa Beviano is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alexa Beviano’s Registration & Firm History

NY

09/02/2024 - Present

Flourish Financial LLC (New York NY)

FL

08/12/2020 - 10/27/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Boca Raton FL)

FL

08/12/2020 - 10/27/2020

MUTUAL OF AMERICA SECURITIES LLC (Boca Raton FL)

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Licenses & Designations

BC

Issued 09/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/12/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexa Beviano.
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