Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Murguia is an Investment Advisor Representative with McLean Asset Management Corp. and Retirement Researcher, LLC. Alejandro is registered with the state of Virginia and has been in the industry since 2005. Alejandro has a Series 65 license and has been actively involved in retirement income planning since 2018. Alejandro is also the CEO of RISA, LLC which provides a product for investment advisors to use toward their clients’ retirement income planning.
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.
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.
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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VA
03/15/2004 - Present
McLean Asset Management Corp. (TYSONS VA)
IA
Issued 01/28/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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