Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Xavier Urpi is an investment advisor representative with Emergent Financial Services, LLC. Alexander has been registered with the state of Virginia since August 4, 2017. He has been active in the financial services industry since June 2013. His primary focus is on providing financial planning, portfolio management, and investment advice to individuals and businesses.
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.
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.
1
2
VA
08/04/2017 - Present
Emergent Financial Services, LLC (CHARLOTTESVILLE VA)
IA
Issued 06/13/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alexander Urpi is the right advisor for you? Invested Better is here to help.
