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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Rooney is an Investment Advisor Representative at Main Street Research LLC. Alexandra is a Certified Financial Planner and holds the Series 65 license. Alexandra has been in the industry since 2014 and has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Alexandra specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Alexandra and Main Street Research LLC are registered with the state of Connecticut and New York.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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.
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CT
07/29/2024 - Present
Main Street Research LLC (Greenwich CT)
IA
Issued 10/19/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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