Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Kishbaugh is a financial advisor who has been in the industry since 1997. She currently works at Osaic Wealth, Inc. and is located in Milford, DE. Alexa has experience with a range of financial products and services, including financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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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2
DE
08/23/2024 - Present
Osaic Wealth, Inc. (Milford DE)
DE
05/05/2014 - 08/23/2024
TRIAD ADVISORS LLC (Milford DE)
DE
09/03/2013 - 05/05/2014
CETERA ADVISOR NETWORKS LLC (MILFORD DE)
DE
11/06/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (MILFORD DE)
DE
10/01/2008 - 06/08/2012
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
11/15/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
NY
02/04/2004 - 09/22/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
04/18/1997 - 07/15/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
DE
10/25/1995 - 05/08/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 01/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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