Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Ketner is a financial advisor with over 20 years of experience in the industry. Alexandra is currently registered with Robert W. Baird & Co. Inc. in Charlotte, NC. Prior to her current role, Alexandra held positions with BANC OF AMERICA SECURITIES LLC, BARCLAYS CAPITAL INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Alexandra holds the Series 3, Series 7, and Series 63 licenses as well as the Securities Industry Essentials Examination (SIE).
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NC
03/04/2009 - Present
Robert W. Baird & Co. Inc. (CHARLOTTE NC)
NC
09/12/2006 - 02/17/2009
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
NY
06/16/2005 - 09/09/2005
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/13/2000 - 07/06/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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