Unclaimed
Alexandra Bequette is a financial advisor and Certified Financial Planner, registered with the state of Texas. Alexandra has been working as a financial advisor since 2017 and currently works at Austin Asset. Alexandra has experience working with clients in a variety of sectors, including individuals, high-net-worth individuals, and charitable organizations. Alexandra specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
03/12/2021 - Present
Austin Asset (AUSTIN TX)
Active
Inactive
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