Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex M. Wilson is an investment advisor representative registered with Schwab Wealth Advisory, Inc. Alex has been in the industry since 1999 and is registered with the State of Arizona. Alex has passed the Series 63 and Series 65 exams. Alex's previous experience includes USAA Financial Advisors, Inc. and Edward Jones.
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.
1
2
AZ
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
03/13/2013 - 05/05/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
08/08/2003 - 10/31/2011
EDWARD JONES (CAMP VERDE AZ)
NY
11/11/2002 - 08/26/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/07/1999 - 11/04/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Alex Wilson is the right advisor for you? Invested Better is here to help.
