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 Scott is a financial advisor with Mariner Wealth Advisors. Alexandra is registered with the state of California and holds a Series 66, Series 7TO, and SIE. She is a highly experienced financial professional with a demonstrated history of working in the financial services industry. Prior to her current role, Alexandra worked as a financial advisor at UBS Financial Services Inc. for over two years. Alexandra specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and institutions.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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CA
02/06/2024 - Present
Mariner Wealth (Corte Madera CA)
CA
06/29/2020 - 07/11/2022
UBS FINANCIAL SERVICES INC. (Mill Valley CA)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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