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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Lebron is a financial advisor with Creative Financial Designs, Inc., with over 20 years of experience in the financial services industry. Alejandro has a background in various financial services sectors and has held prior roles at firms such as INVEST Financial Corporation, LPL Financial LLC, Commonwealth Financial Network, Transamerica Financial Advisors, Inc. Alejandro has a wide range of certifications and experience, including Series 7, Series 24, and Series 66 licenses as well as being a Certified Financial Planner. Alejandro provides financial planning, portfolio management, and educational seminars for individuals and businesses. Alejandro focuses on providing investment advice to high net worth individuals, charitable organizations and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MI
06/16/2017 - Present
Creative Financial Designs, Inc. (Flint MI)
MI
11/02/2015 - 06/20/2017
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
08/03/2007 - 11/12/2015
LPL FINANCIAL LLC (LIVONIA MI)
MI
03/26/2002 - 08/13/2007
COMMONWEALTH FINANCIAL NETWORK (LIVONIA MI)
CA
03/04/2002 - 03/15/2002
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
SC
10/10/1997 - 02/10/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
06/20/1996 - 10/21/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1996 - 10/21/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
09/28/1995 - 01/15/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 04/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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