Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Klimberg is a financial professional with over a year of experience in the industry. Alejandro is currently registered with Oppenheimer & Co. Inc. in New York, NY. Alejandro has passed the Series 63, Series 7TO, and SIE exams, and is currently registered with the state of New York. Prior to joining Oppenheimer & Co. Inc., Alejandro was employed by NOMURA SECURITIES INTERNATIONAL, INC. in New York, NY.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
11/15/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
07/25/2022 - 09/12/2023
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
BC
Issued 07/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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 Klimberg is the right advisor for you? Invested Better is here to help.
