Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Carbone is a registered Investment Advisor Representative at Ballentine Partners. Alexa has worked in the financial services industry since 2017. Alexa holds a Series 65 license. Alexa has experience providing financial advice to individuals, high net worth individuals, charitable organizations and pooled investment vehicles. Alexa's area of expertise is Financial Planning, Educational Seminars, Selection of Other Advisers, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
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.
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.
Project fees
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MA
03/23/2021 - Present
Ballentine Partners (Waltham MA)
IA
Issued 08/03/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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