Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleczina? Claim Your ProfileAleczina Holmes is a financial advisor with Charles Schwab & CO., Inc. and is registered with both FINRA and the state of Florida. She has been in the financial services industry since 2020. Aleczina holds both the Series 66 and Series 7TO licenses as well as the Securities Industry Essentials Exam. She is a financial planning advisor and is also a wrap fee program sponsor. Prior to joining Charles Schwab, Aleczina was with Equitable Advisors, LLC.
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
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2
TX
01/02/2025 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NC
11/12/2020 - 07/07/2022
EQUITABLE ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 12/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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