Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexandra Ergon

Missionsquare Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexandra? Claim Your Profile

About Alexandra Ergon

Alexandra Ergon is a financial professional registered with Missionsquare Investment Services and holds a Series 7, Series 63, Series 66, Series 16, Series 24 and SIE license. Alexandra is currently licensed in Delaware, District of Columbia, and Pennsylvania. Alexandra has been in the financial industry since 2010 and previously worked at Calvert Investment Distributors, Inc. and Dupont Capital Management Marketing Corporation.

Firm Information

Alexandra Ergon is currently registered with Missionsquare Investment Services. Missionsquare Investment Services is a Limited Liability Company formed in December 1998. The firm is registered in all 50 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexandra Ergon’s Registration & Firm History

DC

03/25/2021 - Present

Missionsquare Investment Services (WASHINGTON DC)

MD

04/20/2015 - 03/31/2017

CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)

DE

11/09/2012 - 03/17/2015

DUPONT CAPITAL MANAGEMENT MARKETING CORPORATION (WILMINGTON DE)

DE

07/08/2009 - 09/07/2010

DUPONT CAPITAL MANAGEMENT MARKETING CORPORATION (WILMINGTON DE)

NY

06/02/2003 - 12/01/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Alexandra Ergon is right for you?

Licenses & Designations

BC

Issued 06/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2004

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 05/30/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandra Ergon.
Not sure if Alexandra Ergon is right for you?