Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis I Manning is a financial advisor with Schwab Wealth Advisory, Inc. Alexis is registered to provide investment advice in 52 states and is also licensed to provide investment advice in Arizona. Alexis I Manning has been working in the financial industry since 2021. Alexis currently works in the firm's Phoenix, AZ office and specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
08/24/2023 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 08/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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