Unclaimed
Alec Brewer is a financial professional who has been in the industry since 2016. Alec is registered with Charles Schwab & CO., Inc. and is currently located in Omaha, Nebraska. Before joining Charles Schwab, Alec was employed at TD Ameritrade, Inc. Alec has a wide range of experience, having passed several industry exams. Alec is licensed to provide financial advice in 51 states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
06/16/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
08/08/2016 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2018
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 11/10/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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