Unclaimed
Alejandro Espinoza Bravo is a registered representative with Dimensional Fund Advisors LP in Austin, Texas. Alejandro has been in the financial services industry since 2013 and holds Series 63, 66, and 7 licenses, as well as the SIE exam. Prior to Dimensional Fund Advisors LP, Alejandro worked at PIMCO INVESTMENTS LLC, ADVISORS ASSET MANAGEMENT, INC., PACIFIC SELECT DISTRIBUTORS, LLC, and TD AMERITRADE, INC.
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.
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.
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
TX
09/23/2022 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
TX
05/20/2021 - 09/14/2022
PIMCO INVESTMENTS LLC (Austin TX)
TX
06/17/2019 - 06/01/2021
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
NE
06/22/2016 - 06/24/2019
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
NE
08/31/2013 - 04/08/2016
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alejandro Espinoza bravo is the right advisor for you? Invested Better is here to help.