Unclaimed
Alexandro Arista is a registered investment advisor representative with Snowden Capital Advisors LLC. Alexandro has been in the financial services industry for over 14 years and holds the Series 66, Series 7 and SIE licenses. Alexandro also holds an active investment advisor registration in California and Texas. Alexandro has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Prior to joining Snowden Capital Advisors LLC, Alexandro was a financial advisor at Snowden Lane Partners. Alexandro's specialties include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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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2
CA
02/22/2016 - Present
Snowden Capital Advisors LLC (San Diego CA)
CA
02/13/2008 - 02/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 03/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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