Unclaimed
Alejandro Moises Roitman is a financial advisor with over 25 years of experience in the industry. Alejandro has been registered with Middlegate Securities Inc. since 2002. Prior to joining Middlegate Securities Inc., Alejandro was a registered representative with Julius Baer Securities Inc. Alejandro is licensed in Florida, Maryland, New Jersey, New York, and Texas.
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.
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.
1
2
NY
05/28/2002 - Present
Middlegate Securities Inc. (NEW YORK NY)
NY
09/19/1995 - 10/24/2001
JULIUS BAER SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/29/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alejandro Roitman is the right advisor for you? Invested Better is here to help.