Unclaimed
Alexandra Meyers is a financial advisor with Fisher Investments. Alexandra has over 20 years of experience in the financial services industry, with previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Actinver Securities, Inc., Nomura Securities International, Inc., and Lehman Brothers Inc. Alexandra is licensed to provide financial advice in Florida and Texas. Alexandra is an active member of the investment industry and holds the Series 7, 3, 63, and 66 licenses. Alexandra has a strong track record of providing investment advice and portfolio management services to a wide range of clients.
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.
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.
Portfolio assessment
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.
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.
1
2
FL
05/14/2024 - Present
Fisher Investments (Tampa FL)
TX
01/24/2020 - 03/19/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
06/25/2009 - 06/02/2011
ACTINVER SECURITIES, INC. (HOUSTON TX)
TX
03/31/1997 - 09/12/2007
ACTINVER SECURITIES, INC. (HOUSTON TX)
NY
04/20/1991 - 02/07/1995
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
04/24/1990 - 04/05/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1990
Series 3 - National Commodity Futures Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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