Alec MactasCRD Number: 7050507
Current Firm: Charles Schwab & Company, Inc.
Alec Mactas (CRD# 7050507) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 2 years of experience in the finance industry.
Schaefer Financial Management, Inc.
Schwab Private Client Investment Advisory, Inc.
|Charles Schwab & Company, Inc.||Lone Tree, CO||Dec 2018 - Current||3|
|Full Time Student||Boulder, CO||Dec 2016 - Dec 2018||2|
|Larkburger||Boulder, CO||Jun 2016 - Nov 2016||< 1|
|Full Time Student||Denver/boulder, CO||May 2009 - May 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2019|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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