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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Reyes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alexis has been in the securities industry since 2019 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Alexis specializes in providing financial planning, investment management, and retirement planning services. Alexis holds the Series 7, 63, and 66 securities licenses, and is registered in Alabama, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, and Texas. Alexis is also a General Partner/Managing Member of La Liga Sports Agency LLC, a business focused on developing and serving underprivileged youth and young adult sports athletes.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/29/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
09/30/2022 - 05/18/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
04/01/2021 - 05/18/2023
MORGAN STANLEY (Temple Terrace FL)
NY
08/13/2019 - 03/03/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 07/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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