Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Armando De leon is an Investment Advisor Representative at LPL Financial LLC. He is currently registered in 11 states. His primary office is located in San Diego, California. Alejandro has been in the industry since 2003, having worked at firms like Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. before joining LPL Financial LLC. Alejandro holds several licenses, including Series 63, 65, 7 and SIE.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
03/22/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
05/25/2012 - 03/27/2024
WELLS FARGO CLEARING SERVICES, LLC (CORPUS CHRISTI TX)
TX
01/19/2007 - 06/04/2012
UBS FINANCIAL SERVICES INC. (CORPUS CHRISTI TX)
TX
09/22/2003 - 02/01/2007
CITIGROUP GLOBAL MARKETS INC. (CORPUS CHRISTI TX)
IA
Issued 10/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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