Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Noack is a financial advisor with over six years of experience in the financial services industry. Alexandra is registered with LPL Financial LLC and has been with the firm since December 2022. Previously, Alexandra worked with Kestra Investment Services, LLC and Charles Schwab & Co., Inc. Alexandra holds Series 4, 7, 9, 24, 63 and SIE licenses. Alexandra is dedicated to providing comprehensive financial planning and investment management services to her clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/20/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
09/05/2018 - 12/22/2022
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
06/28/2016 - 07/02/2018
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
BC
Issued 07/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2022
Series 4 - Registered Options Principal Examination
BC
Issued 08/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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