Unclaimed
Alexandra Mcmaken Kantalis is an investment advisor representative registered with Hightower Advisors, LLC in Houston, Texas. Alexandra has been in the industry since June 2011 and is a Series 65 holder. Alexandra has experience working with a variety of clients including insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. Alexandra offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
09/03/2019 - Present
Hightower Advisors, LLC (Houston TX)
IA
Issued 09/09/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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