Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Waddell is a registered representative with BNY Mellon Securities Corp. Alexis is licensed to offer securities products and services in all 50 states, District of Columbia, and Puerto Rico. Alexis has been in the securities industry for over a year and has experience providing investment advice to individuals and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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NY
10/01/2021 - Present
BNY Mellon Securities Corp. (New York NY)
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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