Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Muchnik Rubinstein is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alejandro has over 20 years of experience in the financial industry. Alejandro specializes in providing financial services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Alejandro also offers investment advice and portfolio management services to clients. Alejandro is a Series 7, Series 9, Series 10, Series 31, Series 66, and SIE licensed professional. Alejandro has held previous positions at Itau Europa Securities Inc. and Citigroup Global Markets Inc. Alejandro is a graduate of the University of Miami.
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
FL
05/04/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
05/04/2009 - 07/27/2010
ITAU EUROPA SECURITIES INC. (MIAMI FL)
FL
01/17/2003 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
08/01/2000 - 01/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/2000
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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