Unclaimed
Alexandra Sexton is a financial professional with over two years of experience in the financial services industry. Alexandra is currently registered with Charles Schwab & CO., Inc. as a Registered Representative. Previously, Alexandra worked at TD Ameritrade, Inc. Alexandra holds the Series 66, Series 7TO, and SIE licenses. Alexandra has a background in the hospitality industry, as well as experience in providing financial planning 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
1
2
TX
01/12/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/12/2020 - 07/26/2022
TD AMERITRADE, INC. (DALLAS TX)
BOTH
Issued 09/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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