Unclaimed
Alexia Candelaria is a financial advisor with Brighton Jones LLC. Alexia has been in the financial industry for over 5 years. Alexia is registered with the state of California. Alexia holds a Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Alexia has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Brighton Jones LLC specializes in financial planning, portfolio management, and pension consulting.
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.
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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2
WA
12/07/2021 - Present
Brighton Jones LLC (SEATTLE WA)
CA
07/02/2012 - 11/02/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
BOTH
Issued 01/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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