Unclaimed
Alexandra Francesca Perry is a financial professional with over 8 years of experience in the industry. Alexandra is currently registered with Fidelity Brokerage Services LLC, where she holds a Series 6, 7, and 66 license. Alexandra has previously held positions with National Financial Services LLC and ADP Broker-Dealer, Inc.. Alexandra is dedicated to providing personalized financial guidance to clients, helping them achieve their financial goals.
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.
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.
1
2
MA
05/09/2022 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
NJ
04/15/2020 - 04/06/2022
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NJ
02/22/2016 - 03/16/2020
FIDELITY BROKERAGE SERVICES LLC (JERSEY CITY NJ)
NJ
08/15/2014 - 12/21/2015
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BOTH
Issued 07/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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