Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raabe? Claim Your ProfileRaabe Alexa Durham is a financial professional with over 19 years of experience in the industry. Raabe is currently registered with Charles Schwab & CO., Inc. and is located in Phoenix, Arizona. Prior to joining Charles Schwab & CO., Inc., Raabe held positions with USAA INVESTMENT SERVICES COMPANY, USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and Charles Schwab & CO., Inc. in Westlake, Texas. Raabe holds a Series 63, Series 7, Series 65 and SIE license. Raabe specializes in providing financial advice to individuals and families.
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
AZ
12/22/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
TX
05/14/2019 - 06/19/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
11/10/2006 - 05/17/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/26/2013 - 10/20/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
09/05/2003 - 10/24/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IN
09/05/2003 - 04/18/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
03/01/2001 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 12/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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