linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alejandro Trejo

Bbva Global Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alejandro? Claim Your Profile

About Alejandro Trejo

Alejandro Trejo is an investment advisor representative at BBVA Global Wealth Advisors, Inc. Alejandro is licensed in Florida and Texas. Alejandro holds the Series 6, Series 63, and Series 65 licenses as well as the SIE exam. Alejandro has previous experience with PNC INVESTMENTS, BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC, and BBVA INVESTMENTS INC.. Alejandro's previous work experience was in Houston, Texas, Birmingham, Alabama, and Miami, Florida. Alejandro is a partner with GREENNEXUS, LLC, a technology company that is not involved in investment related work.

Firm Information

Alejandro Trejo is currently registered with Bbva Global Wealth Advisors, Inc.. BBVA Global Wealth Advisors, Inc. is an investment advisor registered with the SEC. Headquartered in Miami, FL, they manage approximately $399 million in assets for 230 clients. Their focus is on portfolio management for individuals and businesses. The firm's services include portfolio management, financial planning, and other advisory services. They provide services to high-net-worth individuals, corporations, other businesses, and foreign trusts.
Bbva Global Wealth Advisors, Inc.

501 BRICKELL KEY DRIVE

MIAMI, FL 33131

$399.00M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alejandro Trejo’s Registration & Firm History

FL

04/30/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

TX

09/17/2021 - 12/06/2023

PNC INVESTMENTS (HOUSTON TX)

TX

05/16/2013 - 09/17/2021

BBVA SECURITIES INC. (HOUSTON TX)

TX

06/30/2009 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)

TX

10/09/2008 - 07/01/2009

BBVA INVESTMENTS INC. (HOUSTON TX)

Not sure if Alejandro Trejo is right for you?

Licenses & Designations

IA

Issued 12/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alejandro Trejo.
Not sure if Alejandro Trejo is right for you?