Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Bonilla is an Investment Advisor Representative registered with Fisher Investments. Alejandro holds the Series 65 license and is a registered Investment Advisor in Texas and Florida. Alejandro has experience in the financial services industry, having previously worked at Florida Financial Advisors, Token Metrics, Neogenomics, Smash Fitness, and University of South Florida. Alejandro also owns and operates A7B Capital, a non-investment related business focused on buying, selling, and trading sports memorabilia and trading cards.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
07/22/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 09/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Alejandro Bonilla is the right advisor for you? Invested Better is here to help.
