Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexi? Claim Your ProfileAlexi Howie is a financial advisor at Cambridge Investment Research Advisors, Inc. Alexi has been in the industry since 2001 and has experience working with a variety of clients, including individuals, families, and small businesses. Alexi is a Certified Financial Planner™ professional and is licensed to provide financial advice in Nevada and Texas. Alexi is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NV
08/22/2022 - Present
Cambridge Investment Research Advisors, Inc. (Henderson NV)
CA
09/25/2006 - 05/07/2009
AFA FINANCIAL GROUP, LLC (SAN JOSE CA)
CA
04/18/2001 - 11/03/2005
AMERIPRISE FINANCIAL SERVICES, INC. (SANTA CLARA CA)
MN
04/18/2001 - 11/03/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alexi Howie is the right advisor for you? Invested Better is here to help.
