Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Joas is a financial advisor at Curi RMB Capital, LLC, with experience in the financial services industry. Alexandra is licensed in Minnesota and Illinois. Alexandra works with individuals, high-net-worth individuals, and corporations, as well as investment companies and pooled investment vehicles. Alexandra specializes in providing financial planning, pension consulting, and portfolio management services. Previously, Alexandra worked at Piper Sandler & Co. in Minneapolis, Minnesota, and RBC Wealth Management in Minneapolis, Minnesota.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
06/14/2024 - Present
Curi RMB Capital, LLC (CHICAGO IL)
MN
09/14/2021 - 06/05/2023
PIPER SANDLER & CO. (MINNEAPOLIS MN)
IA
Issued 06/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Alexandra Joas is the right advisor for you? Invested Better is here to help.
