Unclaimed
Alexis Neuenfeldt is a registered representative with Pacific Select Distributors, LLC located in Newport Beach, CA. Alexis has over 25 years of experience in the financial services industry. Alexis is a Series 6 and Series 63 licensed representative with expertise in Investment Company Products/Variable Contracts.
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.
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.
1
2
CA
01/26/2010 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
05/06/1998 - 10/31/2008
PACIFIC SELECT DISTRIBUTORS, INC. (ALISO VIEJO CA)
CA
05/05/1997 - 12/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
11/30/1993 - 07/25/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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