Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Tatiana Alchevsky is an investment advisor representative for Fidelity Personal and Workplace Advisors. Alexa is registered with the state of South Carolina and Texas. Alexa has been in the industry since August 2018. Alexa has experience in the education and service industries. Alexa is also a soccer coach and bartender. Alexa is focused on helping clients meet their financial goals through financial planning and portfolio management. Alexa is also involved with helping clients with the selection of other advisors.
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.
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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SC
12/20/2024 - Present
Fidelity Personal AND Workplace Advisors (MOUNT PLEASANT SC)
Active
Inactive
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