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Alejandro Moises Roitman

Middlegate Securities Inc.

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About Alejandro Moises Roitman

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.

Firm Information

Alejandro Roitman is currently registered with Middlegate Securities Inc.. Middlegate Securities Inc. is a Corporation formed in 1987 and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alejandro Roitman’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alejandro Moises Roitman.
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