Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Halstead is a financial advisor with LPL Financial LLC. Alexandria has been in the financial industry since 2017. Alexandria is registered to provide investment advice in Delaware and Texas. Alexandria's main office is located in Wilmington, Delaware. Alexandria has a wide range of experience, including providing financial planning, portfolio management for individuals and businesses, and consulting. Alexandria is also a registered representative of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
DE
01/21/2022 - Present
LPL Financial LLC (WILMINGTON DE)
NJ
05/05/2017 - 11/27/2020
PRUCO SECURITIES, LLC. (Marlton NJ)
IA
Issued 12/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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