Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Maloy is a financial advisor registered with the state of Alabama and affiliated with Level Four Advisory Services. Alexis has been in the industry since April 2014. Alexis is a Series 65 licensed professional and has experience providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Alexis' firm, Level Four Advisory Services, manages over $4 billion in client assets and is headquartered in Dallas, Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
IA
Issued 04/15/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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