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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Weldon is an investment advisor representative currently registered with Morgan Stanley. Alexa has been in the industry since August 2020, and has been registered with Morgan Stanley since May 2024. Previously, Alexa worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, Louisiana. Alexa is licensed in 18 states and holds the Series 66, Series 7TO and SIE exams. Alexa specializes in working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
05/17/2024 - Present
Morgan Stanley (New Orleans LA)
LA
08/14/2020 - 05/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
BOTH
Issued 12/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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