Unclaimed
Alejandro Sucre is a financial professional with over 8 years of experience in the industry. Alejandro is a registered representative of Citigroup Global Markets Inc. and holds Series 63, SIE, and Series 79 licenses. Alejandro provides financial advice and services to a wide range of clients including individuals, businesses, and charitable organizations. Alejandro is committed to helping clients achieve their financial goals.
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.
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.
Asset allocation advice
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
CA
05/18/2015 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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