Alexandra Moran
Alexandra Moran is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orland Park, IL, with 20 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
15255 S 94th Avenue, Ste 405, Orland Park, IL, 60462
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2009Customer Dispute
February 2009Customer Dispute
July 2008Other Business Activities
Alexandra owns real estate and a business, and works at Purdue University Northwest and AJM Equine Services/Boulder Ridge Equine. Alexandra also wrote a non-fiction book that will be published; these activities each take a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Securities America, INC.Broker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.