Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis McCarthy is a registered representative with Private Client Services, LLC in Sturgeon Bay, Wisconsin. Alexis has been in the industry since February 2024. Alexis specializes in providing financial planning, educational seminars, and selection of other advisors. Alexis is registered to provide investment advice in Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
02/26/2024 - Present
Private Client Services, LLC (STURGEON BAY WI)
BOTH
Issued 06/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alexis McCarthy is the right advisor for you? Invested Better is here to help.
