Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Triana is a financial professional with over 15 years of experience in the industry. Alejandro is currently registered with Raymond James & Associates, Inc. and has held previous positions with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Alejandro specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Alejandro's expertise includes a wide range of investment products and services, and Alejandro is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/09/2021 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
09/30/2016 - 09/13/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
06/28/2013 - 10/06/2016
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/25/2008 - 06/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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