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Latandra Avery

Apex Clearing Corp.

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About Latandra Avery

Latandra Avery is a registered representative with Apex Clearing Corp. in Dallas, Texas. Latandra has been in the financial services industry since 2012. Latandra has passed the Series 63, Series 7, Series 24 and SIE exams. Latandra has also been previously registered with Electronic Transaction Clearing, Inc., Charles Schwab & Co., Inc., HD Vest Investment Services, Fidelity Brokerage Services LLC and National Financial Services LLC.

Firm Information

Latandra Avery is currently registered with Apex Clearing Corp.. Apex Clearing Corp. is a corporation formed in December 1978. The firm is registered in 53 states and the District of Columbia and has 1 approved SEC registration. Apex Clearing Corp. has been subject to 47 regulatory events and 8 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

126

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.

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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Latandra Avery’s Registration & Firm History

TX

02/16/2022 - Present

Apex Clearing Corp. (DALLAS TX)

TX

02/16/2022 - 03/28/2024

ELECTRONIC TRANSACTION CLEARING, INC. (Dallas TX)

TX

08/06/2018 - 02/03/2022

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

12/15/2016 - 07/18/2018

HD VEST INVESTMENT SERVICES (DALLAS TX)

TX

06/30/2014 - 11/18/2016

APEX CLEARING CORPORATION (DALLAS TX)

TX

07/24/2013 - 05/29/2014

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

09/13/2012 - 07/02/2013

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

MI

02/03/2012 - 05/22/2012

AXA ADVISORS, LLC (TROY MI)

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Licenses & Designations

BC

Issued 03/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Latandra Avery.
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