Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Cali is an Investment Advisor Representative at Charter Capital Management, Inc. Alexandra is a licensed Investment Advisor Representative in Wisconsin. Alexandra has been in the industry since October 2014. Alexandra is associated with Charter Capital Management, Inc. in Brookfield, WI.
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.
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.
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WI
08/26/2016 - Present
Charter Capital Management, Inc. (BROOKFIELD WI)
IA
Issued 08/26/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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