Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandre? Claim Your ProfileAlexandre Luc Shappell is a financial advisor currently registered with Schwab Wealth Advisory, Inc. Alexandre is a registered representative in Arizona and has been in the financial services industry since 2023. Alexandre holds Series 7, 66 and SIE licenses and has been registered with Schwab Wealth Advisory, Inc. since 2023. Alexandre has a history of working in financial 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.
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.
1
2
AZ
01/02/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 11/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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