Unclaimed
Alexander Webb is an investment advisor representative registered with Charles Schwab & CO., Inc. in Phoenix, Arizona. Alexander has been in the financial services industry for 1 year and 9 months. Alexander holds a Series 7TO, Series 66, and SIE license. Alexander is also a Registered Investment Advisor (RIA) with OSAIC WEALTH, INC. in Tempe, Arizona. Alexander is also a partner in SKW Property Management LLC, a real estate investment firm in Glendale, Arizona.
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
AZ
08/23/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
07/14/2023 - 08/06/2024
OSAIC WEALTH, INC. (Tempe AZ)
OK
02/21/2023 - 05/23/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 03/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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