Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis McMullin is a financial advisor with Schwab Wealth Advisory, Inc., registered with the state of Florida. Alexis has been in the industry since 2022 and holds a Series 7TO and Series 63 license. Alexis is also a Certified Financial Planner. Alexis has experience working with J.W. COLE FINANCIAL, INC. in Winter Springs, Florida and Charles Schwab & Co., Inc. in Orlando, Florida. Alexis is registered with the state of Florida as an investment advisor representative.
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.
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2
CA
06/06/2024 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
FL
06/27/2022 - 05/13/2024
J.W. COLE FINANCIAL, INC. (Winter Springs FL)
BC
Issued 06/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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