Unclaimed
Alexandria Bethany Tucker is a Registered Investment Advisor, licensed in Utah. Alexandria holds the Series 66, Series 7TO, and SIE licenses and is a member of Solidarity Wealth, LLC. Alexandria has been working in the financial services industry since 2021. Alexandria has experience working at JP Morgan Securities LLC and Drive Wealth Advisors and has extensive experience in the financial services industry.
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.
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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UT
01/08/2024 - Present
Solidarity Wealth, LLC (LEHI UT)
CA
07/16/2021 - 06/16/2022
J.P. MORGAN SECURITIES LLC (Irvine CA)
BOTH
Issued 07/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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