Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Maslow Wealth Advisors

location

AUSTIN, TX

0 Disclosures

ADVISOR BIO

Alexandra Bigelow Russell is an investment advisor representative at Maslow Wealth Advisors, a firm based in Austin, TX. Alexandra has been in the financial services industry since 2015. She is a registered investment advisor representative in Texas. Alexandra has a Series 63 and 65 license as well as her SIE and Series 79. Alexandra specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Insigneo Advisory Services, LLC

location

MIAMI, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Maribel Panora is a financial advisor with over 18 years of experience in the financial services industry. Alexandra is currently registered as a representative of Insigneo Advisory Services, LLC. Alexandra has previously worked with J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Alexandra holds Series 6, 7, 63, and 65 licenses and has specialized experience in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Russell Investments

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Alexandra Elizabeth Shei is an Investment Advisor Representative, registered with the state of Washington. Alexandra has been in the industry since June 2012 and is currently employed with Russell Investments. Alexandra has passed the Series 65 exam. Alexandra specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Langley is an investment advisor representative and a registered investment advisor. Langley has been in the financial services industry since 2011. She is currently registered with Vanguard Advisers, Inc., a firm headquartered in Malvern, Pennsylvania, and is licensed to provide investment advisory services in Arizona and Texas. Alexandra Langley has a broad range of experience, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Ashley England is a financial professional registered with RBC Capital Markets, LLC. Alexandra has been in the industry since February 26, 2024, and has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Her primary office is located at 250 Nicollet Mall, Suite 2000, Minneapolis, MN 55401-1931. Alexandra specializes in providing financial services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP | CFP ® (Certifications)

location

AUSTIN, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Guilbeau is a financial advisor registered with Dimensional Fund Advisors LP. Alexandra has over 5 years of experience in the financial services industry. Alexandra specializes in portfolio management for individuals, businesses, pooled investment vehicles and investment companies. Alexandra holds Series 66, Series 24, Series 7 and SIE licenses and is a Certified Financial Planner. Alexandra is also registered with the state of Texas as an Investment Advisor Representative and holds a Securities Industry Essentials Examination.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Alexandra Schiffer is a registered Investment Advisor Representative with Yieldstreet. Alexandra has been in the financial industry since 2017, and has previously worked at Morgan Stanley and First Republic Securities Company, LLC. Alexandra is licensed to provide investment advisory services in New York.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexandra Kildunne is a financial advisor with Lord, Abbett & Co. LLC, based in Jersey City, New Jersey. Alexandra has a strong background in the financial services industry, with experience in both traditional and investment advisory roles. Alexandra holds multiple licenses, including Series 7, Series 66, and the SIE, demonstrating her commitment to providing comprehensive and informed financial advice. Alexandra has a proven track record of helping clients achieve their financial goals, and is dedicated to providing personalized service.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning | CFP ® (Certifications)

location

MCLEAN, VA

0 Disclosures

ADVISOR BIO

Alexandra Payne is a financial advisor with Creative Planning, based in McLean, VA. Alexandra has been in the industry since 2017, and has experience in both brokerage and investment advisory services. Alexandra holds the Series 66, Series 7 and SIE exams and is a Certified Financial Planner. Prior to joining Creative Planning, Alexandra worked at Spire Investment Partners, SBSB Financial Advisors, RBC Capital Markets and Spire Securities, LLC. Alexandra is licensed to offer financial advice in Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Alexandra Papell is a financial advisor registered with the Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). Alexandra is currently employed by Lido, an investment advisor firm headquartered in Los Angeles, California. Alexandra has been working in the financial services industry since 2018, providing financial and investment advice to both individuals and businesses. Prior to joining Lido, Alexandra worked at UBS Financial Services Inc., Morgan Stanley, and Merrill Lynch. Alexandra is committed to providing personalized financial planning and investment advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?