Unclaimed
Alejandro Alanis is an investment advisor representative registered in the state of Illinois. Alejandro has been in the industry since 2018 and holds the Series 7, Series 66, and Series 52TO licenses. Alejandro is currently affiliated with PMA Asset Management, LLC. Prior to joining PMA Asset Management, LLC, Alejandro worked at Thrivent Investment Management Inc and PMA Securities, LLC. Alejandro specializes in working with high net worth individuals, insurance companies, corporations and other businesses, charitable organizations, and state or municipal government entities.
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.
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.
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.
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2
IL
06/13/2022 - Present
PMA Asset Management, LLC (NAPERVILLE IL)
IL
12/07/2020 - 06/01/2022
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
IL
12/12/2018 - 12/04/2020
PMA SECURITIES, LLC (NAPERVILLE IL)
MO
06/07/2018 - 10/08/2018
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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