Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Ong is an Investment Advisor Representative at Evoke Advisors. Alexandra has been in the financial services industry for over 10 years. Alexandra has a series 63 license, which allows her to sell securities, and a series 65 license which allows her to provide investment advice. Alexandra has experience working at various firms, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, The Center For Investment and Wealth Management, Fulfillment Fund, Peace Halo Jewelry, University of California Irvine, Marlborough School, Miracle Mile Advisors, LLC, and Evoke Advisors. Alexandra is also registered with the state of California.
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.
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.
Administrtive service, financial planning, and sub-advisory fees
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CA
09/27/2024 - Present
Evoke Advisors (LOS ANGELES CA)
Active
Inactive
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