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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Roberts is an Investment Advisor Representative at Alexis Investment Partners, LLC. Alexis has been in the industry for over 5 years. Alexis holds the Series 65 license and is registered with the state of Texas. Alexis has experience working with a wide range of clients, including high-net-worth individuals, corporations, and investment companies. Alexis specializes in financial planning, portfolio management, and pension consulting. Alexis also holds an insurance agent license and provides insurance products through Quantum in Scottsdale, Arizona.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
05/19/2021 - Present
Alexis Investment Partners, LLC (MONTGOMERY TX)
IA
Issued 11/17/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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