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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 Siqueiros is a financial advisor with Onedigital Investment Advisors, a firm headquartered in Overland Park, Kansas. Alejandro has been working in the financial industry since 2013. Alejandro holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Alejandro works with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, banking or thrift institutions, and state or municipal government entities. Alejandro provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
10/25/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
12/21/2020 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
KS
04/25/2018 - 11/16/2020
PRIVATE CLIENT SERVICES, LLC (Overland Park KS)
KS
02/01/2018 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
IN
01/06/2017 - 02/24/2017
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
KS
06/03/2010 - 12/23/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
IA
Issued 04/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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