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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alix? Claim Your ProfileAlix Alexis is a financial advisor with over 9 years of experience in the financial services industry. Alix has a strong background in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Alix holds the Series 7, Series 66, and SIE licenses. Alix is a Certified Financial Planner™ professional and is registered to provide investment advisory services in multiple states. Alix is currently employed by Morgan Stanley. Previously, Alix was a financial advisor at Merrill Lynch. Alix is committed to providing clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/01/2023 - Present
Morgan Stanley (Plantation FL)
DC
08/08/2014 - 09/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 09/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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