Unclaimed
Alexandra McDowall is a financial advisor in Albany, NY, currently registered with Cabot Lodge Securities LLC. Alexandra has been in the financial services industry since November 11, 2015. Alexandra is a Series 7, Series 24 and Series 63 licensed representative.
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.
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.
1
2
NY
03/09/2020 - Present
Cabot Lodge Securities LLC (Albany NY)
NY
10/23/2017 - 12/13/2018
KEY INVESTMENT SERVICES LLC (SCHENECTADY NY)
NY
08/24/2015 - 08/22/2017
AXA ADVISORS, LLC (CLIFTON PARK NY)
BC
Issued 09/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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