Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexa? Claim Your ProfileAlexa Jones is a financial professional with over 7 years of experience in the financial services industry. Alexa is registered with Charles Schwab & Co., Inc., and has a Series 66, Series 10, Series 9, Series 7 and SIE licenses. Alexa has a strong background in providing financial advice and services to clients. Alexa's focus is to provide clients with a comprehensive approach to financial planning, including investment advice, retirement planning, and estate planning. Alexa is committed to providing clients with personalized service and helping them achieve their financial goals.
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
09/12/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/1/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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