Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Comey is a registered Investment Advisor Representative (IAR) with Kennedy Investment Group. Alexa has been in the industry since 2019 and has experience working with high-net-worth individuals and corporations. Alexa holds the Series 66, Series 7TO and SIE licenses. Alexa is a Registered Representative and has a background in insurance sales. Alexa also provides financial planning services and selects other advisors for clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NJ
10/03/2022 - Present
Kennedy Investment Group (WEST DEPTFORD NJ)
NJ
12/02/2021 - 10/13/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)
PA
04/16/2021 - 11/12/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PLYMOUTH MEETING PA)
BOTH
Issued 01/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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