Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandra? Claim Your ProfileAlexandra Hauer is a financial advisor with Schwab Wealth Advisory, Inc. and has been in the financial services industry since September 2018. Alexandra holds a Series 66, Series 7 and Series 52TO licenses. Alexandra is a Certified Financial Planner™ professional and is registered in 52 states. Alexandra has experience with Morgan Stanley, St. James Place Wealth Management, University of Arizona Student Engagement & Career Development and Edward Jones.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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TX
02/05/2024 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
AZ
08/07/2018 - 08/26/2021
EDWARD JONES (TEMPE AZ)
BOTH
Issued 09/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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