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Alfonso Antonio Alejo

Palladium Capital Group, LLC

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About Alfonso Antonio Alejo

Alfonso Antonio Alejo is a financial professional with over 17 years of experience in the industry. Alfonso is currently registered with Palladium Capital Group, LLC, a firm that is active in the Broker-Dealer and Investment Advisor space. Alfonso has held previous positions at CATO CAPITAL, LLC and CARROLL MCENTEE & MCGINLEY INCORPORATED, providing a diverse background in financial services. His areas of expertise include investments in securities, commodities, and interest rate options. Alfonso is dedicated to providing clients with personalized financial guidance and is committed to exceeding their expectations.

Firm Information

Alfonso Alejo is currently registered with Palladium Capital Group, LLC. Palladium Capital Group, LLC is a Limited Liability Company formed in May 2004 and has been approved in 22 states and the SEC. They are registered as an investment advisor in Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Wisconsin.

Not reported

Assets Under Management

Not reported

Total Clients

11

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.

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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Alfonso Alejo’s Registration & Firm History

FL

01/14/2015 - Present

Palladium Capital Group, LLC (VENICE FL)

NY

01/18/2007 - 11/07/2014

CATO CAPITAL, LLC (NEW YORK NY)

NA

07/25/1987 - 06/28/1988

CARROLL MCENTEE & MCGINLEY INCORPORATED

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Licenses & Designations

BC

Issued 02/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2008

Series 3 - National Commodity Futures Examination

BC

Issued 01/17/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/16/1986

Series 5 - Interest Rate Options Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alfonso Antonio Alejo.
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