Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandria? Claim Your ProfileAlexandria Wetmore is an Investment Advisor Representative with Fisher Investments and is licensed in Florida and Texas. Alexandria has been in the financial industry since August 2020. Alexandria has a Series 65 and SIE license as well as a Series 6TO license. Alexandria has previously worked at Trinity Wealth Securities, L.L.C. and Florida Financial Advisors. Alexandria offers financial planning services as well as portfolio management services for businesses, individuals, investment companies and pooled investment vehicles. Alexandria is also an active member of Team Enterprises and is a promotional specialist for Brand promotion. Alexandria works 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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FL
05/08/2024 - Present
Fisher Investments (TAMPA FL)
FL
08/28/2020 - 12/14/2020
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
IA
Issued 07/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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