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Alexander Carnevale Morettini

IRA Group, Inc.

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About Alexander Carnevale Morettini

Alexander Carnevale Morettini is an Investment Advisor Representative at IRA Group, Inc. Alexander is registered with the state of Georgia and has been in the industry since 2023. Alexander obtained their Series 65 license on June 20, 2023 and is active in the industry. Alexander specializes in financial planning, pension consulting, educational seminars and portfolio management for individuals.

Firm Information

Alexander Morettini is currently registered with IRA Group, Inc.. IRA Group, Inc. is an investment advisory firm headquartered in Atlanta, Georgia. The firm manages over $11 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. IRA Group provides financial planning, pension consulting, educational seminars, and portfolio management services.
IRA Group, Inc.

1230 PEACHTREE STREET NE

ATLANTA, GA 30309

$11.50B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project flat fees

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Alexander Morettini’s Registration & Firm History

GA

07/13/2023 - Present

IRA Group, Inc. (ATLANTA GA)

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Licenses & Designations

IA

Issued 06/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Carnevale Morettini.
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