Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Anzar campos is a financial professional with experience in the industry. Alexis is currently registered with Charles Schwab & Co., Inc. in Lone Tree, CO and previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Denver, CO. Alexis is also a licensed securities agent and has passed several industry exams including Series 63, Series 7TO, and SIE.
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
CO
07/07/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
12/21/2022 - 01/03/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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