Unclaimed
Alexander Papadopoulos is a financial advisor currently registered with Charles Schwab & Co., Inc. Alexander has been in the financial industry since August 2020. He previously worked at UBS FINANCIAL SERVICES INC. Alexander holds Series 66, Series 7TO and SIE licenses and is registered in California.
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
CA
09/29/2022 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
NJ
08/12/2020 - 10/07/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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