Alexandra
Wals

Nationwide Securities, LLC

CRD#6726383
Investment Advisor
in Gilbert, AZ

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About this Advisor

Alexandra Wals is a financial advisor based in Gilbert, Arizona, working with Nationwide Securities, LLC. Alexandra has previously held positions at Nationwide Investment Services Corp, Charlie Clark's Steakhouse, European Wax Center, Oregano's, 4W Properties, Big W Desert Properties, Graystone Partners Wealth Management, and Krispy Kreme. Alexandra has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Alexandra is part of Nationwide Securities, LLC, which operates out of Gilbert, Arizona. The firm has 3 offices and 26 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Nationwide Securities, LLC includes asset-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Gilbert, AZ

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Nationwide Securities, LLC Brokerage Details

Total Number of Employees

26

AZ Average: 34

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alexandra Wals Work History

2020 - Present (4 years)

Nationwide Investment Services Corp

2020 - 2020 (< 1 year)

Charlie Clark'S Steakhouse

2019 - 2020 (1 year)

European Wax Center

2019 - 2020 (1 year)

Oregano'S

2019 - 2019 (< 1 year)

4W Properties

2018 - 2019 (1 year)

Big W Desert Properties

2016 - 2019 (3 years)

Graystone Partners Wealth Management

2015 - 2015 (< 1 year)

Krispy Kreme

Disclosures

Please visit the SEC profile of Alexandra Wals to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nationwide Securities, LLC

William Russell
Columbus, OH
Harley Cranswick
Gilbert, AZ
Kirk Weber
Columbus, OH
Garett Feldkamp
Loveland, OH
Josue Ortiz
Columbus, OH
Bradford Eiden
Louisville, KY
Alexander Baines
Louisville, KY
Jeffrey Seikel
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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