Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Justine Gernand is a financial advisor with Rockefeller Financial LLC. Alexa has been in the financial industry for 10 years. Alexa holds Series 7TO, Series 66, and SIE licenses. Alexa is registered in 37 states and 2 IA states for both broker-dealer and investment advisory activities. Alexa has prior experience working with FS Investments, Cell Staff, Stryde Management, New Acquisitions, CVS/Pharmacy, Pokey's 8th Street Grill and USA Soccer. Alexa specializes in providing financial planning, pension consulting, and selection of other advisors to individuals, businesses and investment companies. Alexa has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Alexa's clients primarily utilize fixed fees and percentage of assets to pay for services.
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.
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.
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.
1
2
FL
07/05/2024 - Present
Rockefeller Financial LLC (WINTER PARK FL)
BOTH
Issued 07/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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