Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Beck is a financial advisor with Schwab Wealth Advisory, Inc., based in Phoenix, AZ. Alex has been in the financial services industry since 2010 and holds a Series 6, 7, 24, and 63 license. Alex is a Certified Financial Planner™ professional and is registered to provide financial advice in Arizona, Arkansas, Massachusetts, and Utah. Alex focuses on providing financial planning and portfolio management services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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AZ
10/24/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BC
Issued 08/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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