Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Valdez is a financial advisor with Wells Fargo Clearing Services, LLC. Alejandro has over 5 years of experience in the financial services industry. Alejandro is registered with the state of Texas as a Registered Representative and an Investment Advisor Representative. Alejandro holds Series 63, 65, 7 and SIE licenses. In addition to working at Wells Fargo Clearing Services, LLC, Alejandro has worked at Fidelity Brokerage Services LLC, TD Ameritrade, Inc., Charles Schwab & CO., INC. and Cetera Investment Services LLC. Alejandro specializes in portfolio management for individuals and businesses, financial planning and selection of other advisors. Alejandro also provides investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
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TX
12/12/2024 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
RI
12/22/2022 - 04/03/2024
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
05/27/2022 - 11/30/2022
TD AMERITRADE, INC. (HOUSTON TX)
TX
02/08/2021 - 11/30/2022
CHARLES SCHWAB & CO., INC. (Houston TX)
MN
08/05/2020 - 01/27/2021
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TX
02/08/2018 - 03/18/2019
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
IA
Issued 04/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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