Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Woo is a financial professional with over 10 years of experience in the industry. Alexander is currently registered with Charles Schwab & Co., Inc. in Texas and New Jersey. Before joining Charles Schwab & Co., Inc., Alexander was employed by TD Ameritrade, Inc. in Nebraska. Alexander holds the Series 63, Series 7 and SIE licenses. Alexander's expertise includes providing financial planning and selection of other advisors services.
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
10/04/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
04/22/2014 - 10/20/2021
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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