Unclaimed
Alexandria Brennan is a financial advisor at Vanguard Advisers, Inc. Alexandria holds the Series 7TO, Series 66, and SIE licenses. Alexandria has been in the industry since 2021. Alexandria is registered in Arizona and Texas. Alexandria specializes in providing financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and other businesses. Alexandria's primary focus is on developing long-term financial plans and investment strategies that meet the unique needs of each client.
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.
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.
1
2
TX
01/31/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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