Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Louise Alexander is an investment advisor representative with Evensky & Katz/foldes Wealth Management. She is registered with the state of Florida and holds a Series 65 license. Roxanne has been with Evensky & Katz/foldes since July 2014. She is a Certified Financial Planner and specializes in providing financial planning, pension consulting, and portfolio management services to high net worth individuals and other 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.
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
FL
06/23/2014 - Present
Evensky & Katz/foldes Wealth Management (CORAL GABLES FL)
IA
Issued 03/24/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Roxanne Alexander is the right advisor for you? Invested Better is here to help.
