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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Cardona-torres is a financial advisor at UBS Financial Services Inc., with a focus on providing financial planning, investment management and related services. Alejandro is registered with the state of New Jersey and holds the Series 66, Series 7TO and SIE securities licenses. Alejandro is an active member of the financial industry since 2020. Alejandro specializes in offering advisory services to individuals, high net worth individuals, corporations, pension plans, charitable organizations, and insurance companies. Alejandro has experience with JP Morgan Chase Bank, Avis Budget Group, Normandy Real Estate Partners, Morris School District, Montclair State University, County College of Morris, and Rutgers University.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
09/30/2020 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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