Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Quitko is a financial advisor with over 7 years of experience in the industry. Alexandra is currently registered with Perigon Wealth Management, LLC in Florida and Texas. Prior to joining Perigon Wealth Management, LLC, Alexandra worked at Purshe Kaplan Sterling Investments and J.P. Morgan Securities LLC. Alexandra holds Series 66, SIE, and Series 7 licenses. Alexandra provides financial planning, pension consulting, and portfolio management for individuals and businesses. Alexandra focuses on serving high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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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CA
11/30/2023 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
FL
09/01/2020 - 08/05/2021
PURSHE KAPLAN STERLING INVESTMENTS (Aventura FL)
NY
10/02/2015 - 09/21/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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