Unclaimed
Alexandra Neault is a financial advisor associated with Florida Financial Advisors, LLC. Alexandra specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Alexandra is registered in both Florida and Texas and has been in the industry since 2022.
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.
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.
2% of net worth or assets for financial planning clients
1
2
TX
10/09/2023 - Present
Florida Financial Advisors, LLC (Austin TX)
BC
Issued 03/23/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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