Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Abanto-wolf is a financial advisor who has been in the industry for 7 years. Alexis is registered with U.S. Bancorp Investments, Inc. and holds the Series 66, Series 24, SIE, and Series 7 licenses. Alexis works with individuals, high-net-worth individuals, corporations, and charitable organizations. Alexis specializes in providing financial planning, portfolio management, and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
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2
OH
11/21/2024 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
BOTH
Issued 6/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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