Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Martini is a financial advisor with over 20 years of experience in the financial services industry. Alexandra has held several positions at various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Money Concepts Capital Corp, and currently at Wells Fargo Clearing Services, LLC. Alexandra is licensed in multiple states and holds a variety of securities licenses. Alexandra is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
MO
05/31/2012 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
FL
10/23/2009 - 05/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
02/11/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
FL
12/18/2003 - 05/10/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. PETERSBURG FL)
FL
07/15/2003 - 11/07/2003
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
NY
05/07/1998 - 12/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2008
Series 4 - Registered Options Principal Examination
BC
Issued 06/20/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2010
Series 3 - National Commodity Futures Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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