Unclaimed
Alejandro Josue Silva is a financial advisor with Wells Fargo Clearing Services, LLC. Alejandro is registered in California and has been in the financial industry since January 9, 2021. Alejandro is currently located in MORGAN HILL, CA, and has been with Wells Fargo Clearing Services, LLC since April 28, 2022. Alejandro holds the Series 63, Series 6TO and SIE securities licenses. Alejandro specializes in providing financial advice to individuals, businesses, corporations, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans. Alejandro has a strong track record of success in providing financial advice to a wide range of clients.
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.
Investment consulting services to institutional clients
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.
1
2
CA
04/28/2022 - Present
Wells Fargo Clearing Services, LLC (MORGAN HILL CA)
CA
02/10/2020 - 05/27/2021
WELLS FARGO CLEARING SERVICES, LLC (MORGAN HILL CA)
BC
Issued 02/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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