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Chase Mitchell Alexander

Charles Schwab & CO., Inc.

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About Chase Mitchell Alexander

Chase Mitchell Alexander is a registered representative with Charles Schwab & CO., Inc. Chase has been in the industry since August 2021. Chase is licensed in 51 states. Chase holds Series 7TO, Series 63 and SIE licenses and is registered with FINRA. Chase has a branch office in Indianapolis, IN. Chase specializes in financial planning. Chase is actively involved in financial planning, asset based fees for wrap programs and subscription pricing for financial planning. Chase does not offer commissions based services. Chase offers services to both individuals and businesses.

Firm Information

Chase Alexander is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Chase Alexander’s Registration & Firm History

IN

08/10/2021 - Present

Charles Schwab & CO., Inc. (Indianapolis IN)

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Licenses & Designations

BC

Issued 08/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Chase Mitchell Alexander.
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