Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Alejandre jr is a financial advisor with Fidelity Personal And Workplace Advisors. Alfonso has been in the financial services industry since 2003. Alfonso is registered with the state of Illinois and is licensed to provide investment advisory services. Alfonso previously worked at Morgan Stanley, E*TRADE SECURITIES LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., ALLSTATE FINANCIAL SERVICES, LLC, SIGNATOR INVESTORS, INC., WOODBURY FINANCIAL SERVICES, INC., COMPUTERSHARE SECURITIES CORPORATION, MESIROW FINANCIAL, INC., and BANC ONE SECURITIES CORPORATION.
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.
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
IL
05/02/2024 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
GA
03/09/2023 - 01/02/2024
MORGAN STANLEY (Alpharetta GA)
IL
02/24/2022 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
10/01/2012 - 01/15/2022
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
01/15/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/24/2007 - 01/25/2008
ALLSTATE FINANCIAL SERVICES, LLC (GURNEE IL)
IL
03/06/2007 - 03/21/2007
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
IL
04/24/2006 - 11/30/2006
WOODBURY FINANCIAL SERVICES, INC. (LISLE IL)
IL
03/17/2005 - 04/25/2006
COMPUTERSHARE SECURITIES CORPORATION (CHICAGO IL)
IL
01/02/2004 - 07/21/2004
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
09/05/2000 - 05/31/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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