Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Papell is a financial advisor registered with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). Alexandra is currently employed by Lido, an investment advisor firm headquartered in Los Angeles, California. Alexandra has been working in the financial services industry since 2018, providing financial and investment advice to both individuals and businesses. Prior to joining Lido, Alexandra worked at UBS Financial Services Inc., Morgan Stanley, and Merrill Lynch. Alexandra is committed to providing personalized financial planning and investment advice to help clients achieve their financial goals.
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.
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.
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.
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2
FL
05/30/2024 - Present
Lido (BOCA RATON FL)
FL
07/24/2023 - 12/26/2023
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
10/08/2021 - 07/12/2023
MORGAN STANLEY (Boca Raton FL)
FL
12/07/2020 - 09/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
BOTH
Issued 08/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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