Unclaimed
Alexander Lane Traugott is a registered representative with Charles Schwab & CO., Inc. Alexander is a general securities representative with a Series 7TO and SIE license. Alexander has been in the industry for 100 days and is currently located in Austin, TX.
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
1
2
TX
06/12/2023 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 06/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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