Unclaimed
Alexis Shantel Mayer is a financial professional with over 10 years of experience in the securities industry. Alexis is currently registered with Santander Securities LLC in Ocean, New Jersey. Alexis is also registered with the state of New Jersey. Before joining Santander Securities LLC, Alexis was with LPL Financial LLC. Alexis has passed the Series 6, Series 63, and SIE exams. Alexis specializes in providing financial planning, investment advice, and portfolio management services to individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/19/2012 - Present
Santander Securities LLC (Ocean NJ)
NJ
09/13/2012 - 09/19/2012
LPL FINANCIAL LLC (OCEAN NJ)
BC
Issued 11/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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