Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Labagh is a registered Investment Advisor Representative with Bailard, Inc., operating out of their Brooklyn, New York office. Alexandra has been in the financial services industry since 2013, and holds both Series 63 and 65 licenses, as well as the SIE and Series 7. Alexandra previously worked at FIRST REPUBLIC SECURITIES COMPANY, LLC in New York, New York. At Bailard, Alexandra focuses on working with clients to build comprehensive financial plans. She also provides portfolio management for both individuals and businesses. Alexandra is committed to building long-term relationships with clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/20/2024 - Present
Bailard, Inc. (Brooklyn NY)
NY
05/10/2013 - 07/06/2022
FIRST REPUBLIC SECURITIES COMPANY, LLC (New York NY)
IA
Issued 05/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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