Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Callagher is a registered representative with City National Securities, Inc. Alexandra has been in the financial industry for 6 years and holds a Series 66 license. Alexandra has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Alexandra provides financial planning, portfolio management, and selection of other advisors for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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CA
01/13/2025 - Present
City National Securities, Inc. (SAN FRANCISCO CA)
Active
Inactive
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