Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis McKimm is a financial advisor currently registered with Global Atlantic Distributors, LLC. Alexis holds Series 6, 7, and 63 licenses as well as the SIE exam, and has been working in the financial services industry since 2006. Alexis has prior experience working at Prudential Annuities Distributors, Inc. and Directed Services LLC. Alexis is registered in Pennsylvania and North Carolina.
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.
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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2
PA
09/13/2017 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
05/04/2011 - 04/21/2017
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
PA
05/25/2006 - 05/12/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
BC
Issued 07/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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