Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Ledesma is a financial advisor who has been in the industry since 2014. Alexis is registered with TIAA-CREF Individual & Institutional Services, LLC and holds Series 6 and Series 63 licenses. Alexis is a licensed financial advisor and is currently located in Frisco, TX. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Alexis worked at J.P. MORGAN SECURITIES LLC in ARLINGTON, TX.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
10/15/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
07/14/2014 - 09/25/2015
J.P. MORGAN SECURITIES LLC (ARLINGTON TX)
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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