Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Fragoso is a financial professional with Charles Schwab & Co., Inc., based in Chandler, AZ. Alejandro has been in the industry since November 2018. Alejandro holds licenses in Arizona and California, and is a Certified Financial Planner. Alejandro provides financial planning and wealth management services to clients in Arizona and California. Alejandro is registered to provide investment advisory services in Arizona and California.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
12/21/2018 - Present
Charles Schwab & CO., Inc. (Chandler AZ)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Alejandro Fragoso is the right advisor for you? Invested Better is here to help.
