Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Valle is a financial advisor currently associated with Morgan Stanley. Alejandro has been in the industry since June 1992 and is registered in 14 states. Alejandro has passed the Series 63, Series 7, and SIE exams. Alejandro has experience with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. Alejandro has a broad client base, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Alejandro specializes in providing investment advice, portfolio management, financial planning, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/11/2020 - Present
Morgan Stanley (San Diego CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NY
06/22/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alejandro Valle is the right advisor for you? Invested Better is here to help.
