Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Forte is a financial advisor with Janney Montgomery Scott LLC. Alexandra has been in the financial services industry since 2003. Alexandra specializes in providing financial planning, portfolio management, and pension consulting services. Alexandra is also a registered representative of FINRA and is licensed to sell securities in multiple states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
02/24/2024 - Present
Janney Montgomery Scott LLC (NEW HAVEN CT)
CT
01/13/2006 - 12/14/2010
STEPHENS (NEW HAVEN CT)
MD
12/05/2005 - 02/13/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/16/2003 - 05/13/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MO
07/01/2003 - 07/25/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/28/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 02/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alexandra Forte is the right advisor for you? Invested Better is here to help.
