Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Malespin is a financial advisor at Morgan Stanley, a well-known investment firm with over $1 trillion in assets under management. Alejandro has been in the industry since 1997 and has experience with both Morgan Stanley and previous firms like Credit Suisse Securities and J.P. Morgan Securities. Alejandro holds several securities licenses, including Series 7, 9, 10, 24, 63, and 65, demonstrating their expertise in various financial areas. Alejandro has a strong track record of providing financial planning and investment advice to a diverse client base, including individuals, businesses, institutions, and high-net-worth individuals. Alejandro also has experience in providing investment advice to investment clubs, charitable organizations, pension and profit-sharing plans, and corporations. Alejandro is committed to providing clients with personalized financial advice and strategies to help them 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
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.
See schedule d miscellaneous
1
2
TX
09/06/2022 - Present
Wealthpenn.comllc (Houston TX)
NY
03/07/2012 - 02/29/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/01/2008 - 03/22/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/22/1997 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 8/6/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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