Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chloe? Claim Your ProfileChloe Elizabeth Alexander is an investment advisor representative with UMB Financial Services, Inc. registered with the state of Missouri. Chloe has been in the industry for approximately five years and specializes in securities, investment advisory services and mutual funds. Chloe has passed the Series 66, Series 24, Series 4 and Series 7 exams. Chloe is currently registered with UMB Financial Services, Inc. in Kansas City, MO.
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.
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.
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2
MO
10/22/2018 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
BOTH
Issued 10/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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