Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Pao is an Investment Advisor Representative with Eagle Strategies LLC. Alexa is a registered representative in both Florida and Virginia, having obtained her Series 63, Series 65 and Series 7 licenses. Alexa is also a Series 6 license holder, having previously worked with New York Life Insurance Company and NYLIFE Securities LLC. Alexa Pao is a registered investment advisor in Florida and Virginia. Alexa Pao is a financial professional with over 10 years of experience in the financial services industry. She is passionate about helping individuals and families achieve their financial goals. Alexa is also active in the community, serving as a board member of several charitable organizations.
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.
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
08/25/2014 - Present
Eagle Strategies LLC (LAKE MARY FL)
IA
Issued 7/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 8/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alexa Pao is the right advisor for you? Invested Better is here to help.
