Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Moran is a financial advisor registered with Ameriprise Financial Services, LLC. Alexandra is based in Orland Park, IL and has been in the industry since 2005. She has a Series 66, Series 31, Series 7, Series 10, and Series 9 license and is registered with FINRA. Alexandra has been with Ameriprise Financial Services, LLC for 15 years. She previously worked at Securities America, Inc., Fifth Third Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexandra Moran specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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.
1
2
IL
02/25/2015 - Present
Ameriprise Financial Services, LLC (ORLAND PARK IL)
IL
10/28/2008 - 09/08/2011
SECURITIES AMERICA, INC. (CHICAGO IL)
IL
03/22/2007 - 10/17/2008
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
11/03/2005 - 02/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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