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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 R. Gevin is a financial advisor with Morgan Stanley. Alexa is a registered representative with the firm and is licensed to offer investment advice in Georgia and Texas. Alexa has been a financial advisor for over two years. Alexa is passionate about helping clients achieve their financial goals. Alexa specializes in providing investment advice and financial planning services to individuals, families, and businesses. Alexa holds the Series 7, Series 66, and SIE licenses. Alexa also holds a Bachelor of Arts degree from Mercer University. Alexa is a board member for her homeowners association in Peachtree Corners, GA.
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
GA
03/14/2022 - Present
Morgan Stanley (Atlanta GA)
BOTH
Issued 01/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2021
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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