Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Katherine Alexandre is an active investment advisor representative with Kestra Advisory Services, LLC. Joan Katherine Alexandre is registered in Texas and has been in the industry since 2008. Joan Katherine Alexandre has worked with several firms previously including Avantax Investment Services, Inc., 1st Global Capital Corp., and UBS Financial Services Inc.. Joan Katherine Alexandre specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals.
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.
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.
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2
TX
10/29/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
10/25/2019 - 01/02/2020
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
07/07/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
04/04/2008 - 01/22/2013
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
BOTH
Issued 09/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2010
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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