Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Goicoechea is an investment advisor representative associated with Truist Advisory Services, Inc. Alejandro is registered with FINRA and the state of Florida. Alejandro has been in the securities industry for more than six years. Alejandro's professional experience includes roles at SunTrust Investment Services, Inc. and SunTrust Advisory Services, Inc.. Alejandro is a Series 6, Series 63, Series 65 and SIE licensed investment advisor representative. Alejandro is also registered as an investment advisor representative with Truist Advisory Services, Inc.. Alejandro has a wide range of experience in the financial services industry. Alejandro is able to provide a variety of services to clients including financial planning, portfolio management for individuals and businesses, selection of other advisors, and publication of periodicals. Alejandro has a deep understanding of the investment advisory business and is committed to providing clients with the best possible advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
05/12/2021 - Present
Truist Advisory Services, Inc. (TAMPA FL)
IA
Issued 06/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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