Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Alberto Astudillo is a registered representative with Bolton Securities Corp. Alex has been in the financial services industry for over 20 years and is licensed in multiple states. Alex has a strong background in investment advisory services, fixed insurance sales, and providing banking and credit services. Alex works with a variety of clients including individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
06/24/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
03/22/2002 - 05/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
NY
05/10/2001 - 12/06/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
IA
Issued 07/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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