Seji Alexander Fisher Investments Review Update 2022, Seji Alexander is currently a Portfolio Advisor at Fisher Investments. She works directly with portfolio owners and assists in the onboarding process for new clients.
In 2021, Seji was previously the leader of her team of investment advisors. This meant she led a team of talented investors to maintain and improve client relationships.
From there, Seji continued down the road to becoming her portfolio advisor, and she started working directly with clients again. Her love of customer service seems to grow with each passing year.
Seji started working at Fisher Investments in 2010 as an account manager. Less than a year later, Seji Alexander was named Fisher Investments Client Account Coordinator of the Year. She has been a great contributor to Fisher Investments and has been promoted through the years.
Seji married in 2009 and is the mother of three children. And all the while, she had a very successful career at Fisher Investments.
Seji Alexander is also featured in various blogs focused on women financial professionals. The Fairy God Boss article highlights her Seji's excellent work ethic in a male-dominated sector.
Seji is currently based in her Mateo office in San Francisco, CA. She also holds a Series 66 license which proves her ability as an investment advisor in her California.
Seji Alexander Fisher Investments
Seji Alexander is a member of the Fisher Investments advisory team based in San Mateo, California. Seji Alexander has been working there for 12 years. Her current role is with Fisher Investments.
Seji Alexander has passed the Series 66 exam and she is registered as an Investment Advisor in the State of California. Seji Alexander may also provide consulting services in other states subject to applicable governmental exemptions from registration or submission of notice.
Fisher Investments is a financial advisory firm with offices in San Mateo, California. Fisher Investments' advisory team consists of 2,908 advisors. The average consultant-to-account ratio is 1 consultant for every 747,883 accounts, but a consultant may work with more or fewer accounts depending on the company's practices. The fees charged by financial advisory firms vary according to the type of service they provide to each client. Fisher Investments offers the following services: B. Financial Planning Services, Portfolio Management for Individuals and/or Small Businesses, Portfolio Management for Investment Firms, Portfolio Management for Pooled Investment Vehicles (Non-Investment Firms), and Portfolio for Businesses (Non-Small Businesses) management. or institutional investors (excluding registered investment companies and other pooled investment vehicles).
Seji Alexander Career Background
Seji Alexander graduated from California State University, Northridge with a Bachelor's degree in Business Law and Finance.
Seji then worked as Treasurer for Fidelity Investments from June 2005 to August 2007.
She joined Kayne Anderson Rudnick in August 2007 as an Investment Advisory Associate. She left her Kayne Anderson Rudnick in August 2009 to join Fisher Investments.
Seji joined Fisher Investments in January 2010 and she still works there. She was hired by her client as her account coordinator. He was promoted to Investment Advisor in June 2011 and served until 2015.
From October 2015, he will serve as Manager of the Investment Advisory Group until January 2021.
What does Fisher Investments do?
Fisher Investments is a trust advisory firm that does an excellent job of promoting it from within. Over the years, they have also invested heavily in women financial professionals.
Fisher Investments manages a portfolio of over US$197 billion and employs approximately 4,000 people. They use client and portfolio advisors such as Seji Alexander to tailor their investment strategies.
Fisher Investments is rated 4.1 out of 5 by female financial professionals. This is a very high number for a financial company.
Contact Seji Alexander
Seji Alexander can be reached in a number of ways.
LinkedIn – Seji Alexander
Office – 1450 Fashion Island Blvd. San Mateo, CA 94404
Contacting Fisher Investments at: +1 (888) 823-9566
Here you can read our article about What is Managed Investment Trust Update 2022.
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