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Alexandra Leigh Christensen

Charles Schwab & CO., Inc.

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About Alexandra Leigh Christensen

Alexandra Leigh Christensen is a financial professional with over 8 years of experience in the financial services industry. Alexandra is currently registered with Charles Schwab & CO., Inc. and has previously worked at OppenheimerFunds Distributor, Inc. Alexandra has a broad range of experience, including financial planning, investment management, and securities. Alexandra holds the Series 6, Series 7, Series 24, Series 26, and SIE licenses. Alexandra is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Alexandra Christensen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Alexandra Christensen’s Registration & Firm History

CO

08/08/2017 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

09/15/2014 - 07/26/2017

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

BC

Issued 04/19/2017

Series 24 - General Securities Principal Examination

BC

Issued 02/18/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2016

Series 7 - General Securities Representative Examination

BC

Issued 09/15/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alexandra Leigh Christensen.
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