Unclaimed
Alejandro Leonrodriguez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Las Vegas, Nevada. Alejandro has been in the securities industry since 2009. Alejandro has passed several securities exams including the Series 66, Series 7TO, SIE and Series 7. Alejandro previously worked for Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Alejandro is registered to conduct business in several states including Arizona, California, Florida, Idaho, Nevada, Oklahoma, Oregon, Texas, and Utah.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NV
04/26/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAS VEGAS NV)
NV
01/23/2020 - 10/28/2021
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
NV
01/03/2011 - 09/19/2017
WELLS FARGO CLEARING SERVICES, LLC (HENDERSON NV)
NV
03/09/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NORTH LAS VEGAS NV)
BOTH
Issued 02/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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