Unclaimed
Alexandra MacLeod is a financial advisor who has been active in the industry since August 2021. She is currently registered with the state of North Carolina and Texas as a Registered Representative (RA). Alexandra is also a Registered Investment Advisor (IA) in North Carolina and Texas. Alexandra MacLeod works for Vanguard Advisers, Inc. and is based in Charlotte, North Carolina.
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.
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.
1
2
NC
06/20/2023 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BOTH
Issued 06/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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