Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgia? Claim Your ProfileGeorgia Alexis is a financial advisor registered with Morgan Stanley. Georgia has been in the financial services industry since June 25, 2000. She holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Her previous experience includes working at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Edward Jones, and Fred Alger & Company, Incorporated.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
04/15/2020 - Present
Morgan Stanley (Short Hills NJ)
NV
01/03/2011 - 06/03/2011
WELLS FARGO ADVISORS, LLC (LAS VEGAS NV)
NV
06/01/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
MO
03/19/2003 - 06/02/2005
EDWARD JONES (ST. LOUIS MO)
NY
06/26/2000 - 03/19/2003
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
IA
Issued 07/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Georgia Alexis is the right advisor for you? Invested Better is here to help.
