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Alexa C Sanchez

Hilltop Securities Inc.

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About Alexa C Sanchez

Alexa Sanchez is a financial professional with over two years of experience in the industry. Alexa is registered with Hilltop Securities Inc. in Colorado. Previously, Alexa was employed by MORGAN STANLEY & CO. LLC in New York. Alexa is licensed to offer a range of financial products and services. Alexa has passed several industry exams including the Series 63, Series 79TO, Series 52TO, and SIE. Alexa's areas of specialization include Financial Planning, Portfolio Management for Individuals, Educational Seminars, and Publication of Periodicals.

Firm Information

Alexa Sanchez is currently registered with Hilltop Securities Inc.. Hilltop Securities Inc. is a corporation formed in 1991 and headquartered in Dallas, Texas. They are a registered investment advisor with over $1 billion in assets under management, serving a diverse client base including individuals, corporations, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, educational seminars, and publication of periodicals. Their website and LinkedIn profile provide further information about their services and team.
Hilltop Securities Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.87B

Assets Under Management

9

Total Clients

402

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Alexa Sanchez’s Registration & Firm History

CO

07/22/2024 - Present

Hilltop Securities Inc. (Denver CO)

NY

08/02/2021 - 05/10/2024

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/02/2021

Series 52TO - Municipal Securities Representative Examination

BC

Issued 07/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Alexa C Sanchez.
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