Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Safie is a financial advisor with Fidelity Personal And Workplace Advisors. Alexis has been in the financial industry since 2012. Alexis is licensed to provide financial advice in all 50 states and the District of Columbia. Alexis has experience in providing financial advice to individuals, corporations, and charitable organizations. Alexis is also experienced in providing financial planning, portfolio management, and educational seminars. Alexis is committed to providing her clients with personalized financial advice and services to help them achieve their financial goals.
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.
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.
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2
TX
06/17/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
10/18/2018 - 05/31/2022
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
12/23/2011 - 08/27/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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