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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 Katherine Searles is a financial advisor with Fidelity Personal and Workplace Advisors. Alexis has been in the financial services industry since 2021 and has a wide range of experience in providing financial planning, portfolio management, and other services to individuals, businesses, and retirement plans. Alexis is registered to provide investment advice in 56 states and jurisdictions. Alexis is committed to providing personalized financial advice that is tailored to meet the unique needs of each client.
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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AZ
05/29/2023 - Present
Fidelity Personal AND Workplace Advisors (GOLD CANYON AZ)
BOTH
Issued 05/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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