Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Willis is a Certified Financial Planner™ registered with the state of Washington and holds a Series 65 license. Alexa has been a financial advisor for over seven years and specializes in working with individuals, corporations, and charitable organizations. Alexa is currently employed by Mercer Global Advisors Inc. and has worked there since 2016.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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WA
02/22/2016 - Present
Mercer Global Advisors Inc. (Bellevue WA)
IA
Issued 02/22/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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