Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Lebenthal is a financial advisor at Rockefeller Financial LLC with over 30 years of experience in the industry. Alexandra has a broad range of experience in the financial services industry, having worked at a variety of firms including Houlihan Lokey Capital, Inc., Tigress Financial Partners, LLC, and Lebenthal & Co., LLC. Alexandra holds multiple FINRA licenses, including Series 7, 9, 10, 24, 52, 53, 63, 65, and 79. Alexandra is licensed in all 50 states and Puerto Rico. Alexandra specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
1
2
NY
12/14/2023 - Present
Rockefeller Financial LLC (New York NY)
NY
09/22/2020 - 11/10/2023
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
NY
03/20/2019 - 11/07/2019
TIGRESS FINANCIAL PARTNERS, LLC (NEW YORK NY)
NY
02/05/2008 - 09/21/2017
LEBENTHAL & CO., LLC (New York NY)
NY
10/04/2006 - 03/04/2008
ALEXANDRA & JAMES CO. (NEW YORK NY)
CT
06/07/2002 - 12/20/2005
ADVEST, INC. (HARTFORD CT)
NY
06/17/1988 - 06/07/2002
LEBENTHAL & CO., INC. (NEW YORK NY)
NY
04/29/1987 - 06/28/1988
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 01/19/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexandra Lebenthal is the right advisor for you? Invested Better is here to help.
