Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandro? Claim Your ProfileAlejandro Vallejo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., in Stuart, FL. Alejandro has been in the industry since 2014. Alejandro is registered with FINRA and the state of Florida. Alejandro has passed the Series 6, 7, 63, 66 and SIE exams. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Alejandro was associated with Wells Fargo Clearing Services, LLC. Alejandro specializes in providing portfolio management for individuals, businesses, and pension plans. Alejandro also offers performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Stuart FL)
FL
12/15/2015 - 05/05/2021
WELLS FARGO CLEARING SERVICES, LLC (BOYNTON BEACH FL)
NY
07/23/2014 - 11/18/2015
J.P. MORGAN SECURITIES LLC (NEW ROCHELLE NY)
BOTH
Issued 12/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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