Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Garza is a financial advisor at Austin Asset. Alexis has been in the financial industry since 2019. Alexis is registered with the state of Texas. Alexis has a CFP designation. Alexis has experience working with individuals, high-net-worth individuals, and charitable organizations. Alexis specializes in financial planning and portfolio management.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
12/08/2023 - Present
Austin Asset (AUSTIN TX)
TX
10/04/2021 - 07/03/2023
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
08/23/2019 - 10/19/2021
TD AMERITRADE, INC. (SAN ANTONIO TX)
BOTH
Issued 09/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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