Unclaimed
Alexandrea Margaret Bustamante is a financial professional registered with Charles Schwab & Co., Inc. Alexandrea is a licensed financial advisor, holding the Series 63, 7TO, and SIE licenses. Alexandrea's prior role was with TD Ameritrade, Inc. Alexandrea is licensed to provide financial advice in all 50 states.
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
MO
09/01/2023 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
04/11/2023 - 09/01/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 04/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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