Alexandra Martin (CRD# 7003002) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Altamonte Springs, FL and has over 5 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3138301
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Altamonte Springs, FL | Oct 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Orlando, FL | Aug 2018 - Sep 2023 | 5 |
| University Of Central Florida | Orlando, FL | Aug 2017 - Aug 2018 | 1 |
| Hard Exercise Works | Boca Raton, FL | Dec 2016 - Aug 2017 | < 1 |
| University Of Central Florida | Orlando, FL | Aug 2016 - Dec 2016 | < 1 |
| Unemployed | Parkland, FL | May 2016 - Aug 2016 | < 1 |
| University Of Central Florida | Orlando, FL | Aug 2015 - May 2016 | < 1 |
| Unemployed | Parkland, FL | Jun 2015 - Aug 2015 | < 1 |
| Institut Quimic De Sarria | Barcelona, | Jan 2015 - Jun 2015 | < 1 |
| University Of Central Florida | Orlando, FL | Aug 2014 - Jan 2015 | < 1 |
| Actavis Pharmaceuticals | Weston, FL | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- FL
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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