Unclaimed
Alexandra Agniya Hill is a financial advisor with over 14 years of experience in the industry. Alexandra is currently registered with Raymond James & Associates, Inc. and holds Series 7, 66, and 65 licenses, as well as the SIE exam. Alexandra has previously worked at MORGAN STANLEY and UBS FINANCIAL SERVICES INC. in New York and Florida. Alexandra has a wide range of experience in financial planning, portfolio management for individuals and businesses, and providing educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/01/2023 - Present
Raymond James & Associates, Inc. (New York NY)
FL
08/26/2015 - 12/22/2023
MORGAN STANLEY (Aventura FL)
NY
06/24/2009 - 08/19/2015
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
IA
Issued 06/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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