Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Kroot is a financial advisor with Wedmont Private Capital. Alexandra has been in the financial services industry for over 5 years. Alexandra is a Certified Financial Planner and holds the Series 63, Series 7TO, and SIE licenses. Alexandra provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Alexandra is dedicated 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.
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.
1
2
AZ
08/26/2022 - Present
Wedmont Private Capital (Phoenix AZ)
AZ
09/04/2020 - 05/04/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Alexandra Kroot is the right advisor for you? Invested Better is here to help.
