Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandra? Claim Your ProfileAlejandra X Alvarez is an investment advisor representative currently working for Wealthpenn.comllc. Alejandra has been active in the industry for several years, and has a wide range of experience. Alejandra holds multiple licenses and certifications including Series 7TO, Series 63, Series 65 and Series 66. Alejandra has prior experience working for Goldman Sachs & Co. LLC in New York, NY. Previously, Alejandra worked for several other firms in Boston, MA and Miami, FL. Alejandra X Alvarez has a track record of success and is a valued member of the Wealthpenn.comllc team.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NY
05/26/2023 - Present
Morgan Stanley (Purchase NY)
NY
09/29/2020 - 05/03/2023
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 5/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 8/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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