Unclaimed
Alexandra Bigelow Russell is an investment advisor representative at Maslow Wealth Advisors, a firm based in Austin, TX. Alexandra has been in the financial services industry since 2015. She is a registered investment advisor representative in Texas. Alexandra has a Series 63 and 65 license as well as her SIE and Series 79. Alexandra specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
% of assets under other management
1
2
TX
04/02/2021 - Present
Maslow Wealth Advisors (AUSTIN TX)
TX
12/15/2015 - 12/18/2019
UBS SECURITIES LLC (HOUSTON TX)
IA
Issued 04/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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