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Alexandria Mejia Reyes

Charles Schwab & CO., Inc.

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About Alexandria Mejia Reyes

Alexandria Reyes is a financial professional with over 6 years of experience in the financial services industry. Alexandria is a Registered Representative of Charles Schwab & Co., Inc., and is also a licensed Investment Advisor Representative in the state of Texas. Alexandria has a strong understanding of the financial markets and a commitment to providing personalized financial advice to her clients.

Firm Information

Alexandria Reyes 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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Alexandria Reyes’s Registration & Firm History

TX

07/20/2022 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

03/01/2021 - 05/06/2022

J.P. MORGAN SECURITIES LLC (Plano TX)

TX

05/27/2020 - 01/19/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)

TX

08/12/2019 - 04/14/2020

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 08/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 08/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alexandria Mejia Reyes.
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