Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Lehner is a financial advisor with Fidelity Personal And Workplace Advisors. Alexandra has been in the industry since 2020 and holds Series 66, Series 7TO, Series 9, Series 10, and SIE licenses. Alexandra is registered in 26 states and has a strong track record of providing financial advice to individuals and businesses. Alexandra is passionate about helping her clients achieve their financial goals and enjoys working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. In addition to her work as a financial advisor, Alexandra is also a Head Coach for Motion Volleyball Program.
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.
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.
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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2
WI
12/03/2020 - Present
Fidelity Personal AND Workplace Advisors (MEQUON WI)
BOTH
Issued 07/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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