Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Bakka is an Investment Advisor Representative at Hoff Private Wealth. Alexandria is a registered Investment Advisor and has been in the financial services industry for over 5 years. Alexandria specializes in providing financial planning services, pension consulting, and portfolio management for individuals. Alexandria holds Series 6 and Series 65 licenses. Alexandria is also licensed for Life & Health Insurance sales and occasionally helps with processing applications for Daniel R Hoff. Alexandria does not receive any commission or any separate compensation for this work.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
09/10/2020 - Present
Hoff Private Wealth (WAUSAU WI)
WI
12/17/2018 - 05/02/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Wausau WI)
IA
Issued 08/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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