Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Vidal is a financial advisor who has been in the industry since 2003. Alexandra is a registered representative and investment advisor representative. Alexandra is currently employed by LPL Financial LLC. Previously, Alexandra has worked for 1st Global Capital Corp. and H&R Block Financial Advisors, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/29/2022 - Present
LPL Financial LLC (PHOENIX AZ)
TX
06/08/2005 - 06/09/2017
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MI
10/05/2001 - 06/02/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 08/03/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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