Unclaimed
Alexandra Hilbert is a financial professional with Cetera Investment Advisers LLC, based in Sandy, UT. Alexandra has a Series 7, Series 66, and SIE license. She has worked in the financial services industry since 2020. Her previous experience includes working as a financial professional for Janney Montgomery Scott LLC in Atlanta, GA, and Carta Securities, LLC in Salt Lake City, UT. Alexandra is registered to provide investment advice in Colorado, Delaware, Florida, Georgia, Missouri, New Jersey, Pennsylvania, and Utah.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
11/02/2023 - Present
Cetera Investment Advisers LLC (SANDY UT)
UT
11/30/2022 - 01/30/2023
CARTA SECURITIES, LLC (SLC UT)
GA
02/07/2020 - 09/23/2022
JANNEY MONTGOMERY SCOTT LLC (Atlanta GA)
BOTH
Issued 10/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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