Alexandra T. Heck
Professional summary
Alexandra Taylor Heck, CFP®, who also goes by Alexandra Taylor Tucci, is a registered financial advisor currently at HERZOG FINANCIAL GROUP, LLC located in Saint Louis, Missouri.
Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alexandra has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alexandra Taylor Heck's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
February 3, 2017 - Present
HERZOG FINANCIAL GROUP, LLC
Office #1: 3636 S. Geyer Road Suite 100, Saint Louis, MO 63127January 12, 2012 - February 12, 2013
EQUITABLE ADVISORS, LLC
August 9, 2011 - February 12, 2013
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/10/2020)
(2/3/2017)
Exams
Current Firm
HERZOG FINANCIAL GROUP, LLC
CRD#: 174141 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 43,997,858 |
Red Flags
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