Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Arizagomez is a financial advisor with Oppenheimer & Co. Inc. based in New York, NY. Alejandro has over 7 years of experience in the financial services industry. Prior to joining Oppenheimer & Co. Inc., Alejandro worked at BOFA SECURITIES, INC. in Charlotte, NC and PIMCO INVESTMENTS LLC in New York, NY. Alejandro is a licensed Series 7, Series 63, SIE, and Series 79TO. Alejandro's expertise includes investment banking, financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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.
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2
NY
11/10/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NC
08/22/2022 - 10/30/2023
BOFA SECURITIES, INC. (CHARLOTTE NC)
NY
10/25/2016 - 09/08/2017
PIMCO INVESTMENTS LLC (NEW YORK NY)
BC
Issued 08/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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