Anna Alexander, financial advisor Kirtland OH

Anna Alexander

CRD Number: 4803355
Current Firm: Transamerica Financial Advisors, Inc.

Anna Alexander (CRD# 4803355) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has over 12 years of experience in the finance industry.

Similar Advisors
Robert Billstein, financial advisor Kirtland OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Similar Advisors
Richard Martin, financial advisor Kirtland OH
Richard J. Martin
CRD# 4787364
The Center For Eldercare Finance
Similar Advisors
David Abate, financial advisor Kirtland OH
David R. Abate
CRD# 5069849
Strategic Wealth Partners, Ltd.
Company Name Location Dates Years
Geoblue Travel Insurance King Of Prussia, OH Feb 2024 - Current < 1
Champion Health Scottsdale, AZ Sep 2023 - Current < 1
Pinnacle Financial Services Warminster, PA Jan 2022 - Current 2
College Loan Freedom Henderson, NV Apr 2020 - Current 3
Netlaw Inc. Louisville, KY Feb 2019 - Current 5
Transamerica Financial Advisors, Inc. Eastlake, OH Jan 2012 - Current 12
Unitedhealthcare Medicare Solutions Minneapolis, MN Oct 2011 - Current 12
Wfgia Eastlake, OH Mar 2004 - Current 20
Memorial Association LLC Indianapolis, IN Sep 2015 - Feb 2022 6
Benesys Troy, MI Aug 2014 - Feb 2016 1
Compensation Programs Of Ohio, Inc. Austintown, OH May 2010 - Aug 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
S63 Uniform Securities State Law Examination Jul 2019
Contact Info for Anna J. Alexander
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Anna Alexander and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.