Alexandra Nagel (CRD# 6987338) is an Investment Advisor Representative working at Morgan Stanley in Tempe, AZ and has over 6 years of experience in the finance industry.
CRD# 5473273
Osaic Wealth, Inc.
CRD# 4652073
Osaic Wealth, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | Tempe, AZ | Jun 2022 - Current | 2 |
Raymond James Financial Services Advisors Inc. | Chandler, AZ | Sep 2019 - Jun 2022 | 2 |
Raymond James Financial Services, Inc. | Chandler, AZ | May 2019 - Jun 2022 | 3 |
The Wealth Stewards | Chandler, AZ | May 2019 - Jun 2022 | 3 |
The Vanguard Group, Inc. | Scottsdale, AZ | Aug 2018 - May 2019 | < 1 |
Mountainside Fitness | Tempe, AZ | Jul 2017 - May 2018 | < 1 |
Arizona State University- Sun Devil Fitness Center | Tempe, AZ | May 2016 - May 2018 | 2 |
Arizona State University | Tempe, AZ | Aug 2014 - May 2018 | 3 |
The M Group & Associates | Tempe, AZ | Jan 2016 - May 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2018 |
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- AZ
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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