Alexandra KeeltyCRD Number: 6434097
Current Firm: Balasa Dinverno Foltz LLC
Alexandra Keelty (CRD# 6434097) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 5 years of experience in the finance industry. Alexandra Keelty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Balasa Dinverno Foltz LLC||Itasca, IL||Jul 2021 - Current||< 1|
|Balasa Dinverno Foltz LLC||Itasca, IL||Jan 2020 - Jun 2021||1|
|Balasa Dinverno Foltz LLC||Itasca, IL||Jan 2018 - Dec 2019||1|
|Balasa Dinverno Foltz LLC||Itasca, IL||Jul 2016 - Dec 2017||1|
|University Of Illinois Urbana-champaign||Champaign, IL||Aug 2012 - May 2016||3|
|Balasa Dinverno Foltz LLC||Itasca, IL||Jun 2015 - Aug 2015||< 1|
|Km Aquatics||Schaumburg, IL||May 2013 - Aug 2014||1|
|Marianos Fresh Market||Palatine, IL||Dec 2011 - Aug 2012||< 1|
|Palatine High School||Palatine, IL||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management5,366MILLIONS
Total Number of Accounts5,810ACCOUNTS
Average Account Value$923,663
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, CO, FL, GA, IA, ID, IL, IN, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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