Unclaimed
Alexandra Hatfield is a financial advisor with Raymond James & Associates, Inc. based in Sarasota, FL. Alexandra has been working in the financial industry since 2018. Alexandra has a Series 7TO and SIE license. Alexandra is also a Registered Representative with Raymond James & Associates, Inc. and has been registered in Florida since October 2024.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/25/2024 - Present
Raymond James & Associates, Inc. (SARASOTA FL)
BC
Issued 08/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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