Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Eaton is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Previously, Alexandra was registered with Purshe Kaplan Sterling Investments in Austin, TX and AXA Advisors, LLC in Austin, TX. Alexandra Eaton has been in the securities industry since 2018. Alexandra Eaton has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Alexandra is currently registered in California, Nevada, New York, and Texas.
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.
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
TX
04/22/2024 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
01/09/2020 - 01/18/2024
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
01/04/2018 - 01/14/2020
AXA ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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