Unclaimed
Alejandro Banuet is a registered investment advisor representative associated with J.P. Morgan Securities LLC. Alejandro has been in the financial services industry for over 10 years. Alejandro is registered in several states and is a licensed investment advisor in Texas. Alejandro has passed the Series 66, Series 7TO, and the SIE exams. Alejandro specializes in various areas of financial services, including providing financial planning, pension consulting, and portfolio management services for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
01/28/2025 - Present
J.p. Morgan Securities LLC (FT. WORTH TX)
BOTH
Issued 05/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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