Unclaimed
Alexander Patrick Weymier is a financial advisor currently registered with Charles Schwab & CO., Inc. based in Westlake, Texas. Alexander has been active in the financial services industry since July 2021. Alexander has earned several licenses and registrations, including the Series 63 and Series 65 exams, as well as the Series 7TO and Series 9 & 10. Alexander has been registered with the Financial Industry Regulatory Authority (FINRA) since January 2023, and is also registered as an Investment Advisor Representative in the state of Texas. Prior to joining Charles Schwab, Alexander was employed at TD Ameritrade, Inc. In addition to his financial services career, Alexander has also been involved in the music industry, co-owning and managing a business, and working as a medical study subject at UT Southwestern Medical Center.
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
TX
01/04/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
07/16/2021 - 05/09/2022
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 12/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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