Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Grace Martin is a financial advisor who has been in the industry since October 2018. Alexandra is currently registered with Fidelity Personal And Workplace Advisors and has previously worked with Charles Schwab & Co., Inc. Alexandra holds the Series 63, 65, 7, 9, and 10 licenses. She is registered in Florida, Georgia, Maryland, Massachusetts, and Pennsylvania. Alexandra specializes in financial planning and portfolio management for businesses and individuals. She also offers educational seminars to help clients learn about various financial topics.
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.
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
FL
03/05/2024 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
09/24/2018 - 09/18/2023
CHARLES SCHWAB & CO., INC. (Orlando FL)
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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