Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Berra is a registered representative with Fidelity Personal And Workplace Advisors. Alexis has been in the industry since 2019. Alexis is registered with the state of Colorado, Texas and has passed the Uniform Combined State Law Examination. Alexis is a coach for Foothills Park Recreation District and is the Coordinator and Editor for Columbine West Civic Assocation. Alexis also worked at The Country Club at Castle Pines.
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.
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.
1
2
CO
10/01/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
Active
Inactive
Not sure Alexis Berra is the right advisor for you? Invested Better is here to help.
