Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alessandro? Claim Your ProfileAlessandro Cicinelli Tobia is an Investment Advisor Representative at Truist Advisory Services, Inc. in Miami, FL. Alessandro holds Series 63, Series 65, and SIE licenses. Alessandro has been working in the financial services industry since 2017. Alessandro specializes in providing financial planning, portfolio management for businesses and individuals, publication of periodicals, selection of other advisors, and wrap fee product and financial profiling services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
04/14/2022 - Present
Truist Advisory Services, Inc. (MIAMI FL)
IA
Issued 05/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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