Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Benedetti is an investment advisor representative currently associated with Schwab Wealth Advisory, Inc., in Orlando, Florida. Alejandro has been in the industry since 2007 and is licensed in 30 states. Alejandro has the Series 7, Series 66 and SIE licenses and is experienced in portfolio management for individuals and businesses. Alejandro is also a registered investment advisor representative in Florida and Texas. Alejandro previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, Florida.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
FL
10/12/2006 - 04/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 12/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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