Unclaimed
Alexandra Guilbeau is a financial advisor registered with Dimensional Fund Advisors LP. Alexandra has over 5 years of experience in the financial services industry. Alexandra specializes in portfolio management for individuals, businesses, pooled investment vehicles and investment companies. Alexandra holds Series 66, Series 24, Series 7 and SIE licenses and is a Certified Financial Planner. Alexandra is also registered with the state of Texas as an Investment Advisor Representative and holds a Securities Industry Essentials Examination.
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.
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.
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
TX
01/16/2017 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
TX
05/24/2016 - 09/13/2016
ANDREWS PARTNERS (Austin TX)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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