Alexandra Beck
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Allie Beck is a Financial Consultant I at Fidelity Investments. She works with clients to develop personalized retirement plans aimed at providing confidence and peace of mind. Her approach focuses on empowering clients to take control of their financial future and embrace retirement as a period of freedom and fulfillment.
Allie has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2025. Prior to that, she gained experience as a Client Services Associate and Finance Intern at IAG Wealth Partners from 2017 to 2019.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Retirement income strategy
Income planning
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Brokerage Services LLC
2019 - Present (7 years)
Motion Volleyball Club
2018 - 2019 (1 year)
IAG Wealth Partners
2018 - 2019 (1 year)
IAG Wealth Partners
2016 - 2018 (2 years)
University of Wisconsin Milwaukee
2016 - 2016 (1 year)
Planet Fitness
2015 - 2016 (1 year)
School - No Emoployment
1999 - 2018 (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Christopher E
Series 66
Viroqua, WI
Edward Jones
Margaret S
Series 63
Viroqua, WI
Edward Jones
Ralph L
Series 63
Gays Mills, WI
Lemley Yarling Management Co
Kirk S
Series 63, Series 65
Franklin, WI
Bluemound Asset Management, LLC
Jerome J
Series 63, Series 66
Franklin, WI
Harbour Investments, Inc.
Travis G
Series 66
Viroqua, WI
Harbour Investments, Inc.
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