Unclaimed
Alejandro Doble is a financial advisor with Grove Point Advisors, LLC. Alejandro has been working in the financial industry since November 2015. Alejandro has passed the Series 66, Series 7 and SIE exams. Alejandro has a current registration with FINRA and is registered with the states of District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, and Utah. Alejandro has a previous role with Allocation Resource Group, Gilman Ciocia, and H. Beck, Inc. Alejandro has been registered as an investment advisor representative with Grove Point Advisors, LLC since April 2021 and has also been registered as an investment advisor representative with Grove Point Investments, LLC since April 2021.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
BOTH
Issued 06/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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