Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Von obelitz is a financial professional with over 20 years of experience in the securities industry. Alexandra is currently a Registered Representative with Goldman Sachs & Co. LLC. Previously, Alexandra has held positions at PIMCO INVESTMENTS LLC, J.P. MORGAN SECURITIES LLC, BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., SG AMERICAS SECURITIES, LLC, and SG COWEN SECURITIES CORPORATION. Alexandra has a wide range of experience in securities, commodities, and futures trading. Alexandra is licensed to offer a variety of financial products and services, including investment advisory services, financial planning, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
04/24/2015 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
05/24/2011 - 03/20/2015
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
06/24/2010 - 05/23/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/22/2008 - 04/09/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/30/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/26/2004 - 01/24/2007
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
08/23/2001 - 04/26/2004
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
05/01/2001 - 06/27/2001
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 3 - National Commodity Futures Examination
BC
Issued 08/23/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alexandra Von obelitz is the right advisor for you? Invested Better is here to help.
