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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Dunn is a financial advisor at Sequoia Financial Group, LLC. Alexandria has been in the financial industry since 2009 and holds the Series 6, 7 and 66 securities licenses as well as the SIE exam. Alexandria has worked with Purshe Kaplan Sterling Investments, LPL Financial LLC and Northwestern Mutual Investment Services, LLC. Alexandria is a Certified Financial Planner. Alexandria specializes in retirement planning, college savings, estate planning and investment management. Alexandria works with high-net-worth individuals, families, businesses and charitable organizations. Alexandria is based in Burlington, MA and provides financial advice to clients in the United States.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
09/25/2023 - Present
Sequoia Financial Group, LLC (Burlington MA)
MA
04/02/2021 - 09/06/2023
PURSHE KAPLAN STERLING INVESTMENTS (Burlington MA)
MA
06/03/2010 - 06/15/2021
LPL FINANCIAL LLC (BURLINGTON MA)
MA
11/30/2009 - 01/19/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOBURN MA)
BOTH
Issued 10/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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