Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Alexakis is a financial advisor with Charles Schwab & Co., Inc. Anthony has been working in the financial services industry since January 19, 2010. Anthony holds Series 3, 4, 7, 9, 10, 24, 55, and 63 licenses as well as the SIE exam. Anthony has a strong track record of helping clients achieve their financial goals and has a deep understanding of the financial markets.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
08/30/2016 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
01/08/2016 - 11/13/2017
OPTIONSXPRESS, INC. (Lone Tree CO)
CA
10/05/2005 - 11/17/2010
UNX LLC (BURBANK CA)
CA
02/04/1997 - 12/09/1997
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
BC
Issued 02/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/04/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 3 - National Commodity Futures Examination
BC
Issued 01/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2006
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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