Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Sandberg is a financial advisor with Osborne Partners in San Francisco, CA. Alexandra has over 8 years of experience in the financial services industry. Alexandra is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Alexandra specializes in providing financial planning and investment management services to high-net-worth individuals, families, and charitable organizations. Alexandra also provides portfolio management for businesses, investment companies, and pooled investment vehicles. Prior to joining Osborne Partners, Alexandra worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, UBS FINANCIAL SERVICES INC, MORGAN STANLEY, FIRST REPUBLIC SECURITIES COMPANY, LLC and SHARESPOST FINANCIAL CORPORATION. Alexandra holds the Series 63, Series 65 and Series 7 securities licenses as well as the SIE exam.
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.
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.
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CA
04/23/2024 - Present
Osborne Partners (SAN FRANCISCO CA)
CA
07/30/2018 - 03/02/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PALO ALTO CA)
CA
09/22/2016 - 07/26/2018
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
01/05/2016 - 09/16/2016
MORGAN STANLEY (SAN FRANCISCO CA)
CA
09/11/2015 - 01/06/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
08/14/2014 - 08/28/2015
SHARESPOST FINANCIAL CORPORATION (SAN FRANCISCO CA)
IA
Issued 01/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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