Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Damian Plevak is a financial advisor in Miami, Florida with over 20 years of experience. Alejandro has been registered with UBS Financial Services Inc. since December 2011. Prior to that, Alejandro was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Prudential Securities Incorporated. Alejandro holds multiple licenses and certifications including Series 3, 7, 9, 10, 63, and 66. Alejandro has also worked as a partner in a import and distribution business since 2017. Alejandro specializes in providing financial planning, portfolio management, and pension consulting services to individual investors, families, and businesses.
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
NA
12/21/2011 - Present
UBS Financial Services Inc. (MONTEVIDEO )
NY
02/25/2011 - 11/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/01/2003 - 06/22/2010
WELLS FARGO ADVISORS, LLC (MONTEVIDEO )
NY
09/12/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 08/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/23/1997
Series 7 - General Securities Representative 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
Not sure Alejandro Plevak is the right advisor for you? Invested Better is here to help.
