Unclaimed
Alexandra Richey is a financial advisor with LPL Financial LLC in SAYRE, PA. Alexandra has been in the financial services industry since 2022. Prior to joining LPL Financial LLC, Alexandra was an advisor at Grove Point Investments, LLC in TROY, PA. Alexandra holds Series 7TO and SIE licenses as well as the Series 66. Alexandra is registered to offer securities and investment advisory services in Arizona, Arkansas, Colorado, Florida, Georgia, Maine, Massachusetts, Michigan, Missouri, New Jersey, New York, Ohio, Oregon, Pennsylvania, and South Carolina.
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
PA
04/05/2023 - Present
LPL Financial LLC (SAYRE PA)
PA
08/26/2022 - 03/07/2023
GROVE POINT INVESTMENTS, LLC (TROY PA)
BOTH
Issued 12/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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