Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Anthony is a financial advisor with over 30 years of experience in the financial services industry. Alexandra is currently registered with Oppenheimer & Co. Inc. in Coral Gables, FL. Previously, Alexandra was registered with WELLS FARGO CLEARING SERVICES, LLC in Miami, FL, BNP PARIBAS INVESTMENT SERVICES, LLC in Miami, FL, BANC OF AMERICA INVESTMENT SERVICES, INC. in Coral Gables, FL, BARNETT INVESTMENTS, INC. in Jacksonville, FL and INTERNATIONAL MONEY MANAGEMENT GROUP, INC. in Grasonsville, MD. Alexandra is a Series 6, 7, 63 and 66 licensed financial advisor and holds the SIE designation. Alexandra specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
1
2
FL
04/23/2021 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
04/23/2014 - 04/28/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
07/12/2006 - 04/21/2014
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
FL
04/01/1998 - 07/13/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CORAL GABLES FL)
FL
06/29/1993 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MD
09/10/1990 - 06/22/1993
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
BOTH
Issued 10/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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