Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Burie is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexa is licensed to provide investment advice in Florida and Texas. Alexa has a broad range of experience in the financial services industry, having worked with clients across various sectors, including insurance companies, high-net-worth individuals, and corporations. Alexa has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Alexa has been a registered representative for more than seven years. The advisor has also passed the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Alexa is a dedicated advisor focused on providing financial guidance and investment solutions to clients of all financial backgrounds. Alexa is committed to providing a high level of personalized service to ensure that their clients feel confident about their financial future.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
01/31/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
IA
Issued 05/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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