Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Davis is a financial advisor with LPL Financial LLC, a large financial services firm based in Fort Mill, South Carolina. Alexandria is a Certified Financial Planner and is licensed to provide investment advice in California. Alexandria has been in the financial services industry for over 8 years and has experience with a variety of financial products and services, including financial planning, portfolio management, and retirement planning. Alexandria previously worked with Ameriprise Financial Services, Inc. and MetLife Securities Inc. Alexandria is also a tax preparer with Beyondtax in Rancho Cordova, CA. Alexandria has a strong commitment to providing her clients with personalized financial advice and helping them reach 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.
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.
Consulting and other non-discretionary advisory services
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.
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CA
07/22/2024 - Present
LPL Financial LLC (Rancho Cordova CA)
CA
05/02/2016 - 10/31/2018
AMERIPRISE FINANCIAL SERVICES, INC. (GRANITE BAY CA)
CA
11/10/2014 - 03/30/2016
METLIFE SECURITIES INC. (SACRAMENTO CA)
CA
09/09/2014 - 11/19/2014
WADDELL & REED (SACRAMENTO CA)
BOTH
Issued 12/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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