Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Goldberg is an investment advisor representative at Valence8, a registered investment advisor. Alejandro has been in the financial services industry since 2008. Alejandro has been registered with the state of New York since October 24, 2022. He has passed the Uniform Investment Adviser Law Examination and the NFA Branch Manager Examination. Alejandro specializes in providing portfolio management services to individuals, businesses, and pooled investment vehicles. Valence8 has a total of 6 client accounts with $909,472,824 in assets under management.
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.
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
MA
10/24/2022 - Present
Valence8 (CAMBRIDGE MA)
IA
Issued 10/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2023
Series 30 - NFA Branch Manager Examination
BC
Issued 07/12/2023
Series 3 - National Commodity Futures Examination
Active
Inactive
Not sure Alejandro Goldberg is the right advisor for you? Invested Better is here to help.
