Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Lynn Cail is a financial advisor with Wells Fargo Clearing Services, LLC. Alexandria has been working in the financial services industry since 2009 and has been registered with the state of Pennsylvania since 2013. Alexandria is also a registered investment advisor with Wells Fargo Advisors, LLC and has been registered with the state of Pennsylvania since 2021. Alexandria has Series 6, 7, and 66 licenses as well as a Series 63 license. Alexandria specializes in providing investment consulting services to institutional clients, as well as financial planning services for individuals and businesses. Alexandria is a substitute fitness instructor at Sporting Club at the Bellevue in Philadelphia and a barre instructor at Tuck Barre & Yoga in Philadelphia.
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
MO
06/21/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
PA
03/30/2009 - 07/15/2013
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
BOTH
Issued 02/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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