HA
Helen Alexander
from Trajan Wealth, L.l.c.
Helen Alexander is a financial advisor based in Arizona, Scottsdale,
with 29 years of experience. Helen currently works for
Trajan Wealth, L.l.c..
Helen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Helen Alexander works at Trajan Wealth, L.l.c.
Trajan Wealth, L.l.c. is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $1,043,969,654 of assets under management and employs about 86 people. Trajan Wealth, L.l.c. uses a fee structure of a percentage of assets under your management, performance-based fees and 1031 advisory fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
15 years
Fee structure
A percentage of assets under your management, performance-based fees and 1031 advisory fees
Office location
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, Arizona, 85258
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