Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Goodelman is a financial advisor at RBC Capital Markets, LLC. Alexandra has been in the industry since April 2019. Prior to joining RBC Capital Markets, Alexandra worked at UBS Financial Services Inc., Goldman Sachs & Co. LLC, and Mercer Allied Company, L.P.. Alexandra holds the Series 63, Series 65, Series 7TO, and SIE licenses. Alexandra is also a Certified Financial Planner. Alexandra specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MA
09/28/2022 - Present
RBC Capital Markets, LLC (BOSTON MA)
MA
11/17/2021 - 10/03/2022
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
01/04/2021 - 10/14/2021
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
09/19/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BC
Issued 12/05/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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