Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Beach is a financial professional with over 10 years of experience in the financial services industry. Alexandra is currently a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Prior to joining TIAA-CREF, Alexandra held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BOFA Securities, Inc., Raymond James & Associates, Inc., Investcorp, Inc., GWM Group, Inc., Cetera Advisors LLC, and Pacific West Securities, Inc. Alexandra has a broad range of experience in the financial services industry and holds the Series 7, Series 63, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
03/03/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
05/19/2021 - 02/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
NY
04/14/2021 - 05/19/2021
BOFA SECURITIES, INC. (NEW YORK NY)
FL
02/20/2019 - 05/29/2020
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
FL
06/01/2017 - 06/08/2018
INVESTACORP, INC. (MIAMI FL)
CT
09/30/2016 - 11/30/2016
GWM GROUP, INC. (GREENWICH CT)
CO
10/22/2014 - 09/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
WA
02/28/2012 - 03/18/2014
CETERA ADVISORS LLC (OLYMPIA WA)
WA
05/14/2010 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (OLYMPIA WA)
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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