Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Kantarski is a financial professional with over 15 years of experience in the financial services industry. Alexandra is currently registered as a Registered Representative and Investment Advisor Representative with XML Financial Group. Alexandra has held previous positions at Royal Alliance Associates, Inc., Sanders Morris Harris Inc., Morgan Stanley Smith Barney, RBC Capital Markets, LLC, and Ferris, Baker Watts, LLC. Alexandra holds the Series 7, Series 31, Series 66, and SIE licenses. Alexandra is also a Certified Financial Planner. Alexandra has a strong commitment to providing personalized financial advice and guidance to help clients achieve their financial goals. Alexandra specializes in providing financial planning services, portfolio management, and pension consulting.
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.
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
MD
02/21/2019 - Present
XML Financial Group (BETHESDA MD)
VA
11/10/2014 - 12/23/2014
ROYAL ALLIANCE ASSOCIATES, INC. (MCLEAN VA)
VA
07/20/2012 - 06/27/2014
SANDERS MORRIS HARRIS INC. (FAIRFAX VA)
VA
03/02/2011 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (MCLEAN VA)
VA
03/13/2009 - 02/24/2011
RBC CAPITAL MARKETS, LLC (MCLEAN VA)
VA
12/05/2006 - 03/13/2009
FERRIS, BAKER WATTS, LLC (MCLEAN VA)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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