Unclaimed
Alejandro Miguel Santos is a registered representative with Itau International Securities Inc., based in Miami, Florida. Alejandro is a Series 7, Series 24, and SIE licensed individual with a background in the financial services industry spanning over 10 years. Alejandro earned the Chartered Financial Analyst designation and has a proven track record of success in providing investment advice and portfolio management services to both individuals and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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
FL
04/13/2018 - Present
Itau International Securities Inc. (MIAMI FL)
BC
Issued 08/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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