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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Livadas is a financial advisor with Morgan Stanley. Alexandra has been in the financial industry since 2014 and has a diverse background, having worked with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cabot Lodge Securities LLC. She holds the Series 6, 7, 63, and 66 licenses and is a Certified Financial Planner. Alexandra is also a member of the Investment Committee at Annunciation Greek Orthodox Church. She has a strong commitment to providing personalized financial guidance and is dedicated to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
OH
11/17/2023 - Present
Morgan Stanley (Westlake OH)
OH
10/12/2021 - 10/27/2023
CABOT LODGE SECURITIES LLC (Akron OH)
OH
12/08/2015 - 10/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
07/17/2014 - 11/24/2015
FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)
BOTH
Issued 02/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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