Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Stickelman is a financial professional with experience in the financial services industry. Alexandra is currently registered with Rossby Financial, LLC in Maryland. Alexandra has previously held positions with Purshe Kaplan Sterling Investments in Maryland and Cambridge Investment Research, Inc. in Maryland. Alexandra is a Series 66, Series 24, Series 7, and SIE licensed professional. Alexandra is a member of the Rossby Wealth. Alexandra specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for 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.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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MD
08/26/2024 - Present
Rossby Financial, LLC (Middletown MD)
MD
07/15/2019 - 01/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (Frederick MD)
MD
04/22/2015 - 07/23/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (FREDERICK MD)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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