Unclaimed
Alexandria Reeves is a Certified Financial Planner and has been an active Investment Advisor Representative in Kentucky since 2023. Alexandria currently works for Cerity Partners LLC. Alexandria has over 10 years of experience in the financial services industry, having previously worked at ARGI Investment Services, LLC, Furman University and Kentucky Country Day.
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.
Tax services; bill pay
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
04/25/2023 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 09/24/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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