費舍爾投資

2023年5月25日

Seji亞曆山大是一個基於財務顧問在聖馬特奧,加州,12年的專業經驗。亞曆山大·費舍爾投資作為顧問,他們有專門的職業生涯中擔任財務顧問。他們舉行一個係列66許可證,它們既是一個證券經紀人和投資顧問代表。此外,他們在加州注冊提供谘詢服務。費舍爾投資,總部在加州聖馬特奧市是著名的金融公司在14個地方設有辦事處和相當大的2908年金融顧問團隊。該公司管理的資產總計2090億美元,分布在217207個客戶賬戶。這使得費舍爾投資最大的一個金融谘詢公司在美國的管理下的資產。他們也為22個慈善組織提供服務。值得注意的是,59%的客戶賬戶屬於高淨值投資者擁有至少100萬美元的可投資資產。費舍爾投資提供了一個廣泛的服務,包括財務計劃,項目組合管理個人和小企業,項目組合管理的投資公司,投資組合管理的集中投資工具,投資組合管理機構客戶,和其他相關服務。 Seji Alexander began her career in 2005 as a Financial Representative at Fidelity Investments. With a goal of getting closer to portfolio management, she later joined Kayne Anderson Rudnick Investment Management as an Investment Advisor Associate, gaining valuable experience in the Registered Investment Advisor (RIA) world. In late 2009, Seji relocated to the Bay Area and became aware of Fisher Investments, joining the firm as a Client Account Coordinator in 2010. Her exceptional performance led to Seji being named “Client Account Coordinator of the Year” in 2011, with her managers praising her efficiency and ability to add significant value to both internal and external clients. Eager to explore new opportunities within the company, she transitioned to the role of Investment Counselor later that year and remained in that position until 2015, consistently ranking among the top performers in her field. Seji actively contributed to team training and mentoring initiatives, focusing on enhancing the client and employee experience through team development. From late 2015 until the end of 2020, Seji served as an Investment Counselor Team Leader, leading a team of high-performing individuals who managed important client relationships. However, longing for direct client interaction once again, she now serves as a Portfolio Counselor, where she assists new clients in the onboarding process. Seji Alexander Contact Info