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Alexandra Fay Grupe

Principal Advised Services

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About Alexandra Fay Grupe

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.

Firm Information

Alexandra Grupe is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexandra Grupe’s Registration & Firm History

MN

04/09/2024 - Present

Principal Advised Services (SAINT PAUL MN)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandra Fay Grupe.
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