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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 Schmidt is a financial advisor with Corient, a firm specializing in investment advisory services. Alexa has been in the financial industry since 2015. She has a combined state law license and holds FINRA Series 7 and SIE licenses. Her previous employment history includes positions with Goldman Sachs, CrowdStreet Advisors, and Columbia Pacific Wealth Management. Alexa focuses on providing investment advisory services for individuals, businesses, charitable organizations, and pooled investment vehicles. Corient offers a range of services including financial planning, portfolio management, market timing, and pension consulting.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
10/09/2024 - Present
Corient (San Francisco CA)
TX
08/10/2022 - 11/01/2022
CROWDSTREET CAPITAL LLC (AUSTIN TX)
CA
08/08/2017 - 06/24/2022
GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)
BOTH
Issued 08/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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