Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Siemienczuk is a financial professional with experience in the securities industry. Alex has been registered with the Financial Industry Regulatory Authority (FINRA) since 2018. Alex is currently registered with Charles Schwab & CO., Inc. and previously worked with TD Ameritrade, Inc. Alex is licensed in California and holds the Series 63, 7TO, and SIE licenses.
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
AZ
09/01/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
10/24/2018 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 10/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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