Unclaimed
Alexandra Grupe is a registered investment advisor representative with Principal Advised Services. Alexandra is licensed in 50 states and the District of Columbia. Alexandra has been in the securities industry for 2 years and has experience in providing investment advice to individuals and high net worth individuals. Alexandra's current firm Principal Advised Services is located in Saint Paul, Minnesota. Alexandra has worked for several other companies including Medtronic and Erbert and Gerbert's. Alexandra has passed the Series 63, Series 66 and Series 7TO examinations, as well as the SIE exam.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MN
04/09/2024 - Present
Principal Advised Services (SAINT PAUL MN)
BOTH
Issued 11/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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