Unclaimed
Alenette Acuesta Opena is a financial professional with over 15 years of experience in the financial services industry. Alenette is currently registered with J.P. Morgan Securities LLC and has previously worked with Santander Securities LLC, VALIC Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alenette is a Series 66, Series 24, Series 7, and Series SIE licensed professional. Alenette specializes in providing financial advice and services to a wide range of clients including individuals, families, businesses, and institutions. Alenette is committed to providing her clients with personalized service and tailored financial solutions that meet their individual needs and goals. Alenette offers a variety of financial services including financial planning, portfolio management, investment advice, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
07/18/2023 - Present
J.p. Morgan Securities LLC (HOMESTEAD FL)
FL
10/19/2022 - 07/14/2023
SANTANDER SECURITIES LLC (Miami FL)
NJ
09/10/2018 - 10/05/2022
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
FL
08/25/2017 - 08/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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