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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Didac is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexandra has over 16 years of experience in the financial services industry. Alexandra is licensed to provide investment advice in 52 states and the District of Columbia. Alexandra has passed the Series 63, 65, 7, 9, 10, and SIE exams. In addition to Merrill Lynch, Pierce, Fenner & Smith Inc., Alexandra has previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC., and LASALLE FINANCIAL SERVICES, INC.. Alexandra provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
02/07/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ELMHURST IL)
IL
11/03/2006 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (ELMHURST IL)
IA
Issued 01/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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