Unclaimed
Alexandra Edith Emma is an investment advisor representative with Hightower Advisors, LLC. Alexandra is registered with the state of Florida and Georgia, and has been in the industry since 2019. Alexandra specializes in retirement planning, investment management, college savings, and estate planning. She is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
10/11/2023 - Present
Hightower Advisors, LLC (Naples FL)
GA
10/21/2021 - 06/01/2023
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
OH
07/26/2019 - 10/18/2021
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 11/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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