Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Danielle McCarthy is an investment advisor representative at Stonemark Wealth Management. Alexandra has been in the industry for over 10 years and has a Series 65 license. Alexandra specializes in providing financial planning, portfolio management, and consulting services for individuals and businesses. Stonemark Wealth Management is a Registered Investment Advisor that provides a range of services to individual and institutional clients, including financial planning, portfolio management, and retirement planning.
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 services
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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CA
08/30/2024 - Present
Stonemark Wealth Management (PASADENA CA)
IA
Issued 08/30/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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