Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Flordelis is a financial professional with over 20 years of experience in the industry. Alejandro is currently registered with Guggenheim Funds Distributors, LLC and is located in Chicago, IL. Alejandro has held previous positions with Sterling Capital Distributors, LLC, Northern Lights Distributors, LLC, EnSpire Investments, Foreside Fund Services, LLC, Investment Planners, Inc., Naples AIS, Inc., Evergreen Investment Services, Inc., BACAP Distributors, LLC, and Stephens Inc. Alejandro holds a Series 66 license as well as the Series 7 and SIE examinations. Alejandro specializes in portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Index licensing fee
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2
IL
08/23/2021 - Present
Guggenheim Funds Distributors, LLC (CHICAGO IL)
NC
09/27/2017 - 11/09/2020
STERLING CAPITAL DISTRIBUTORS, LLC (CHARLOTTE NC)
NE
10/19/2016 - 08/25/2017
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
PA
02/02/2016 - 08/29/2016
ENSPIRE INVESTMENTS (BERWYN PA)
ME
10/30/2014 - 01/12/2016
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
06/01/2011 - 11/04/2014
INVESTMENT PLANNERS, INC. (DECATUR IL)
OR
08/04/2010 - 06/03/2011
NAPLES AIS, INC. (TUALATIN OR)
NC
06/07/2004 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
01/01/2003 - 06/04/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
02/21/2002 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
IA
Issued 11/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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