Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Campbell is a registered investment advisor representative with Fisher Investments. Alexandra Campbell has been in the financial industry for over 9 years and holds the Series 6, 7, 66, and SIE licenses. Alexandra Campbell's previous employers include Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and NYLIFE Securities LLC. Alexandra Campbell is also the founder and CEO of Katalista Academy, a provider of DISC Behavior Assessments and services. Alexandra Campbell has experience in portfolio management for individuals, businesses, investment companies, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
1
2
TX
12/06/2023 - Present
Fisher Investments (PLANO TX)
IL
06/20/2019 - 10/02/2020
FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)
IL
07/29/2015 - 05/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
12/04/2013 - 01/06/2015
NYLIFE SECURITIES LLC (DEERFIELD IL)
BOTH
Issued 11/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Alexandra Campbell is the right advisor for you? Invested Better is here to help.
