Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Alejandro Segovia is a financial advisor with Truist Advisory Services, Inc. based in San Antonio, Texas. Alberto has been working in the financial services industry since 2007 and is registered with the state of Texas. Alberto has experience with a variety of financial institutions including Edward Jones, TIAA-CREF Individual & Institutional Services, LLC, and Truist Advisory Services, Inc. Alberto offers financial planning, portfolio management, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/18/2021 - Present
Truist Advisory Services, Inc. (SAN ANTONIO TX)
FL
01/06/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CORAL GABLES FL)
FL
11/17/2008 - 12/15/2015
EDWARD JONES (MIAMI LAKES FL)
TX
02/23/2007 - 10/03/2008
EDWARD JONES (LAREDO TX)
BOTH
Issued 12/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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