Unclaimed
Alexandra Payne is a financial advisor with Creative Planning, based in McLean, VA. Alexandra has been in the industry since 2017, and has experience in both brokerage and investment advisory services. Alexandra holds the Series 66, Series 7 and SIE exams and is a Certified Financial Planner. Prior to joining Creative Planning, Alexandra worked at Spire Investment Partners, SBSB Financial Advisors, RBC Capital Markets and Spire Securities, LLC. Alexandra is licensed to offer financial advice in Virginia.
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.
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2
VA
04/20/2021 - Present
Creative Planning (MCLEAN VA)
VA
03/20/2018 - 09/18/2019
SPIRE SECURITIES, LLC (MCLEAN VA)
BOTH
Issued 08/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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