Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandra? Claim Your ProfileAlejandra Fanta is a registered investment advisor representative with Bancolombia Capital Advisers LLC. Alejandra has been in the financial services industry since 2021. She has experience working at both Morgan Stanley and In On Capital Advisors LLC. Alejandra holds the Series 66, Series 7, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
03/10/2023 - Present
Bancolombia Capital Advisers LLC (MIAMI FL)
FL
10/23/2021 - 01/31/2023
MORGAN STANLEY (Miami FL)
BOTH
Issued 07/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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