Alexandra Baig (CRD# 4716679) is an Investment Advisor Representative working at Companions On Your Journey in Brookfield, IL and has over 20 years of experience in the finance industry. Alexandra Baig 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Companions On Your Journey | Brookfield, IL | Jan 2018 - Current | 6 |
| Creative Planning | Brookfield, IL | Aug 2016 - Oct 2017 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Brookfield, IL | Sep 2013 - Aug 2016 | 2 |
| Waddell & Reed, Inc. | Naperville, IL | Aug 2013 - Aug 2016 | 3 |
| Companions On The Journey | Brookfield, IL | Jan 2014 - Jul 2016 | 2 |
| Proviso Area For Exceptional Children | Maywood, IL | Nov 2015 - Jun 2016 | < 1 |
| Community Support Services | Brookfield, IL | Sep 2015 - Jun 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- IL
- LA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$210,222
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
IL, LA
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