Unclaimed
Alexis Nicole Christians is a registered representative with Charles Schwab & Co., Inc. Alexis has been in the industry since 2024 and is registered in the state of Nebraska. Alexis holds the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Alexis specializes in financial planning and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
08/27/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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