Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Rueb is a financial advisor with over 25 years of experience in the industry. Alexandra currently holds FINRA Series 7, 63, and 65 licenses and is registered in multiple states. Alexandra has previously worked for several firms including Barclays Capital Inc., Thomas Weisel Partners LLC, and First Republic Securities Company, LLC. Alexandra is a Chartered Financial Analyst and provides a range of services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Alexandra is currently affiliated with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
05/30/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
06/13/2014 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
01/04/2011 - 06/05/2014
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
09/07/2004 - 01/27/2011
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
MA
08/19/2003 - 11/10/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/04/2000 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NJ
03/12/1998 - 04/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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