Unclaimed
Alexandra Leigh Parker is an Investment Advisor Representative associated with Marotta Wealth Management, Inc.. Alexandra is licensed to provide investment advice in Virginia. Alexandra earned the Series 65 Uniform Investment Adviser Law Examination. Alexandra has experience with financial planning and portfolio management for individuals, businesses, and retirement plans. Alexandra is also associated with Guardian Point Capital. Alexandra's registration is active and in good standing.
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.
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VA
02/23/2021 - Present
Marotta Wealth Management, Inc. (CHARLOTTESVILLE VA)
IA
Issued 02/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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