Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Page is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Alexandria is registered with the state of California and Texas. Alexandria has 7 years of experience in the financial services industry. Alexandria holds the Series 7, 9, 10, 66 and SIE licenses. Alexandria is also registered as an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Alexandria has a total of 18 state registrations and is active in both the broker-dealer and investment advisor fields.
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.
Investment consulting services to institutional clients
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.
1
2
CA
06/08/2020 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
05/15/2017 - 10/18/2019
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
BOTH
Issued 12/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexandria Page is the right advisor for you? Invested Better is here to help.
