Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Petrone is a financial advisor at Rockefeller Financial LLC. Alexandra has been in the financial industry since 2006 and has a broad range of experience. Alexandra has held previous positions at PIMCO INVESTMENTS LLC, Goldman, Sachs & Co., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Alexandra is a Series 3, 7, and 63 licensed professional and holds the SIE certification. Alexandra specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Alexandra has been registered with the state of New York since 2022.
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.
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
NY
09/19/2022 - Present
Rockefeller Financial LLC (NEW YORK NY)
NY
05/14/2012 - 08/25/2022
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
03/08/2010 - 04/30/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
06/01/2009 - 03/02/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
06/15/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 09/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 3 - National Commodity Futures Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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