Alexis Faye Viselman
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab Bank, SsbJan 2024 to now
- Charles Schwab & Co., Inc.Dec 2022 to now
- Pro UnlimitedJul 2022 to Dec 2022
- Usf Federal Credit UnionJun 2021 to Jul 2022
- The Retreat At Tampa, LandmarkSep 2020 to Jun 2021
- UpsJan 2020 to Mar 2020
- Full Time EducationSep 2014 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7611424
- Firm CRD
- 5393