Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Morales is a financial advisor with over 7 years of experience in the industry. Alexandria is currently registered with MML Investors Services, LLC in Seattle, Washington. Alexandria previously worked with KEY INVESTMENT SERVICES LLC in Tacoma, Washington and J.P. MORGAN SECURITIES LLC in San Pedro, California. Alexandria specializes in several areas including: asset allocation programs, financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
11/19/2021 - Present
MML Investors Services, LLC (Seattle WA)
WA
04/28/2020 - 03/29/2021
KEY INVESTMENT SERVICES LLC (Tacoma WA)
CA
03/02/2016 - 04/04/2018
J.P. MORGAN SECURITIES LLC (SAN PEDRO CA)
BC
Issued 03/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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