Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Lambert is a registered investment advisor representative with Coldstream Wealth Management. Alexandra has been in the industry since October 2004 and holds the Series 7 and 66 licenses. Alexandra has also passed the Securities Industry Essentials (SIE) exam. In addition to Coldstream Wealth Management, Alexandra has held previous positions at LPL Financial LLC, Raymond James Financial Services, Inc., CUSO Financial Services, L.P., and Hornor, Townsend & Kent, Inc. Alexandra provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
12/09/2015 - Present
Coldstream Wealth Management (Seattle WA)
WA
07/24/2014 - 12/14/2015
LPL FINANCIAL LLC (SEATTLE WA)
WA
01/18/2012 - 07/17/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (KIRKLAND WA)
WA
06/26/2006 - 01/23/2012
CUSO FINANCIAL SERVICES, L.P. (KIRKLAND WA)
PA
06/07/2004 - 02/13/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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