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Alexander George Cordoba

Osaic Wealth, Inc.

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About Alexander George Cordoba

Alexander Cordoba is an investment advisor representative, currently registered with Osaic Wealth, Inc.. Alexander Cordoba has been in the industry since 2019 and has held previous roles with Pruco Securities, LLC. Alexander Cordoba has a Series 63, Series 65, Series 7TO and SIE license and has been licensed in Virginia. Alexander Cordoba is also licensed as an Investment Advisor Representative in Virginia. Alexander Cordoba currently works out of the Osaic Wealth, Inc. office located in McLean, VA.

Firm Information

Alexander Cordoba is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Cordoba’s Registration & Firm History

VA

03/15/2022 - Present

Osaic Wealth, Inc. (MCLEAN VA)

VA

04/16/2021 - 03/03/2022

PRUCO SECURITIES, LLC. (VIENNA VA)

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Licenses & Designations

BC

Issued 05/13/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander George Cordoba.
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