Unclaimed
Alexandra Elizabeth Shei is an Investment Advisor Representative, registered with the state of Washington. Alexandra has been in the industry since June 2012 and is currently employed with Russell Investments. Alexandra has passed the Series 65 exam. Alexandra specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
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.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
10/19/2018 - Present
Russell Investments (SEATTLE WA)
IA
Issued 02/24/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alexandra Shei is the right advisor for you? Invested Better is here to help.