Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejo? Claim Your ProfileAlejo Orvananos is a financial advisor with over 20 years of experience in the financial services industry. Alejo is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in several states, including Texas, New York, Florida, California, and others. Prior to joining Merrill Lynch, Alejo worked at Citigroup Global Markets Inc. and ACCI Securities, Inc. Alejo holds several securities licenses, including Series 7, 55, 63, 66, and SIE.
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
TX
04/24/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
NY
02/04/2003 - 02/17/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/09/2003 - 01/31/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/15/2000 - 01/02/2003
ACCI SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 06/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/14/2000
Series 7 - General Securities 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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