Unclaimed
Alexander Dew-merriex is a registered representative with Charles Schwab & CO., Inc. in Aurora, CO. Alexander is a financial advisor that has been active in the industry since 2017 and has been with Charles Schwab & CO., Inc. since 2017. Alexander holds Series 7, Series 63 and Series 66 licenses. Alexander is also registered in California, Colorado, Florida, Illinois, New Jersey and New York. Alexander provides financial planning services and portfolio management to individuals and businesses.
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
CO
04/16/2019 - Present
Charles Schwab & CO., Inc. (Aurora CO)
BOTH
Issued 04/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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