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 Maldonado is a registered investment advisor representative with J. W. Cole Advisors, Inc. based in Lancaster, PA. Alexandria has been in the industry since March 2022 and has passed the Series 7TO, SIE, and Series 66 exams. Alexandria has a diverse background having previously worked in a number of industries, including brewing, hospitality, and education. In addition to her role at J. W. Cole Advisors, Inc., Alexandria also works as a licensed assistant for Regal Wealth Advisors, a DBA with no connection to the investment industry. Alexandria has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consulting
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.
1
2
PA
08/21/2024 - Present
J. W. Cole Advisors, Inc. (Lancaster PA)
PA
03/14/2022 - 08/19/2024
PRUCO SECURITIES, LLC. (Exton PA)
BOTH
Issued 04/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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