Unclaimed
Alexandra Talcott is a financial professional with over a decade of experience in the securities industry. She is currently registered with KKR Capital Markets LLC and holds a Series 3, Series 7, and Series 63 license. Alexandra has previously worked with FORESIDE FUND SERVICES, LLC and PIMCO INVESTMENTS LLC.
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.
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2
CA
01/16/2024 - Present
KKR Capital Markets LLC (SAN FRANCISCO CA)
CA
04/26/2021 - 10/16/2023
FORESIDE FUND SERVICES, LLC (Newport Beach CA)
CA
09/03/2012 - 02/12/2021
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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