Unclaimed
Alejandro Tamayo is a financial advisor associated with Cetera Investment Advisers LLC. Alejandro has been working in the financial industry since 2014. Alejandro is licensed to offer securities and investment advice in Florida, Alabama, and Indiana. Alejandro also holds the following FINRA licenses: Series 7, Series 66 and Series 6. In addition to offering financial advice, Alejandro also provides financial planning services. Alejandro's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
FL
09/27/2021 - Present
Cetera Investment Advisers LLC (MIAMI FL)
FL
11/08/2018 - 11/27/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTON FL)
BOTH
Issued 12/6/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/8/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/8/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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