Unclaimed
Alexandra Armstrong is a financial advisor with LPL Financial LLC. Alexandra has been a registered representative for over four years and is licensed in several states, including New York, New Jersey, California, and Florida. She is a Series 7, 66, and SIE exam holder. Alexandra's areas of expertise include providing financial planning, investment management, and consulting services. Alexandra's background includes experience in the fashion industry and working with Columbia County Habitat for Humanity.
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.
Consulting and other non-discretionary advisory services
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
NY
08/03/2021 - Present
LPL Financial LLC (HUDSON NY)
BOTH
Issued 11/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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