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Alexander Alireza Outzen

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6904802

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-12-13
  • CO RA
    APPROVED
    Since 2018-12-13

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 01/2018 Present
Colorado Early Colleges Parker CO 10/2017 12/2017
Centennial Peaks Hospital Louisville CO 10/2016 06/2017
Garden Autism Services, Inc. Littleton CO 10/2016 05/2017
N/A Lone Tree CO 06/2017 10/2017
  • 01/2018 → Present
    Lone Tree, CO
  • 10/2017 → 12/2017
    Colorado Early Colleges
    Parker, CO
  • 10/2016 → 06/2017
    Centennial Peaks Hospital
    Louisville, CO
  • 10/2016 → 05/2017
    Garden Autism Services, Inc.
    Littleton, CO
  • 06/2017 → 10/2017
    N/A
    Lone Tree, CO
Other Businesses

1) Littleton Hockey Association | Investment Related:No|Sports/Physical Recreation|Goaltending Coach|7/25/2022|Less than 20|0|I am one of the organizational goaltending coaches for LHA. I attend team practices and focus on working with the team goaltenders for all age groups.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-13
S63 Uniform Securities Agent State Law Examination 2018-07-24
  • S66 Uniform Combined State Law Examination
    2018-12-13
  • S63 Uniform Securities Agent State Law Examination
    2018-07-24
Other Names
  • Alex Outzen

View on SEC IAPD

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