Unclaimed
Alexandria Tursi is a registered representative at Principal Securities, Inc. Alexandria has been in the industry since 2020 and has a series 63, 65 and Series 26 license. Alexandria specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, corporations and charitable organizations. Alexandria is also able to provide pension consulting, educational seminars and select other advisors for clients.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
08/16/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
Issued 08/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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