Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Sierra is a financial advisor at Swbc Investment Co. Alejandro has been in the industry since March 2011 and holds a variety of licenses and certifications, including Series 6, 7, 63, and 66. Alejandro has worked at a number of firms including J.P. Morgan Securities LLC and MONEY CONCEPTS CAPITAL CORP. Alejandro is registered with the state of Texas and is licensed to provide financial advice to individuals, businesses, and institutions. Alejandro is dedicated to helping clients reach their financial goals through customized financial plans and investment strategies.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/19/2019 - Present
Swbc Investment Co. (RICHARDSON TX)
TX
04/03/2019 - 06/18/2019
MONEY CONCEPTS CAPITAL CORP (San Antonio TX)
TX
10/01/2012 - 06/29/2018
J.P. MORGAN SECURITIES LLC (DALLAS TX)
NY
06/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CORONA NY)
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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