Unclaimed
Alejandro Zayas is a financial advisor registered with Mariner Wealth, a firm with over 81 billion dollars in assets under management. Alejandro is a Certified Financial Planner and holds the Series 65 license. Alejandro specializes in financial planning, portfolio management, and pension consulting.
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.
Family office services
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.
A percentage of the total value of assets under management is charged.
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FL
06/05/2019 - Present
Mariner Wealth (CORAL GABLES FL)
IA
Issued 03/07/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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