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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexandro? Claim Your ProfileAlexandro Valverde macias is a financial advisor with Morgan Stanley. Alexandro has been in the financial services industry since March 9, 2022. Alexandro is registered as a Broker/Dealer in Colorado and Texas. Alexandro is also registered as an Investment Advisor Representative in Colorado. Alexandro holds Series 63, 66, 7, and SIE licenses. Alexandro has worked for a number of financial institutions, including KEY INVESTMENT SERVICES LLC, WELLS FARGO BANK, NA and CANVAS CREDIT UNION.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CO
02/07/2025 - Present
Morgan Stanley (Denver CO)
OH
02/25/2022 - 07/01/2022
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
BOTH
Issued 04/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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