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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Quilez bonelli is an investment advisor with Kovack Advisors, Inc.. Alejandro has been in the industry since March 19, 2000, and has a total of 4 approved state registrations. Alejandro is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Alejandro has offices in Ft. Lauderdale, Florida and San Juan, Puerto Rico. Alejandro specializes in providing financial planning, portfolio management, and selection of other advisors services to individuals and businesses. Alejandro is also the owner of West Indies Wealth Management.
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.
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.
1
2
FL
07/17/2015 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
PR
11/16/2007 - 10/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GUAYNABO PR)
PR
03/20/2000 - 11/29/2007
CITIGROUP GLOBAL MARKETS INC. (SAN JUAN PR)
IA
Issued 05/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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