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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 Torres is a financial advisor with Truist Advisory Services, Inc. Alejandro has been in the financial services industry since August 2006. His office is located in VERO BEACH, Florida. Alejandro's professional designations include Series 6, Series 63, and Series 65 licenses. Alejandro also has experience with financial planning, portfolio management for individuals and businesses, and publication of periodicals. Alejandro offers financial advisory services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Wrap fee product and financial profiling services using desktop software
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
11/18/2016 - Present
Truist Advisory Services, Inc. (VERO BEACH FL)
FL
05/29/2006 - 07/15/2015
SUNTRUST INVESTMENT SERVICES, INC. (SEBASTIAN FL)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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