Unclaimed
Alejandro Barrientos is a financial professional with over 7 years of experience in the securities industry. Alejandro is currently registered with A.g.p. / Alliance Global Partners and is licensed in Connecticut, New York, and Puerto Rico. Prior to joining A.g.p. / Alliance Global Partners, Alejandro was with AEGIS CAPITAL CORP. Alejandro holds FINRA Series 7, 79, and 63 licenses along with the SIE exam. Alejandro specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Alejandro can help clients with financial planning, selection of other advisors, and portfolio management.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NY
03/01/2018 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
08/05/2011 - 03/06/2018
AEGIS CAPITAL CORP. (NEW YORK NY)
BC
Issued 09/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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