Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Marie Phea is a financial professional with over 6 years of experience in the industry. Alexandra is currently registered with Hilltop Securities Inc. and is located in Dallas, TX. Alexandra previously worked at APEX CLEARING CORPORATION. Alexandra is licensed to conduct securities business in Texas. Alexandra's primary area of expertise is in providing financial planning and investment advice to individuals and businesses. Alexandra is dedicated to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
08/27/2018 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
10/02/2012 - 08/21/2018
APEX CLEARING CORPORATION (DALLAS TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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