Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alondra? Claim Your ProfileAlondra Robles is a financial advisor with Steward Partners Investment Advisory, LLC, a firm based in Dallas, Texas. Alondra has over 15 years of experience in the financial services industry. Alondra specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Alondra holds the Series 66, Series 7, Series 9, and Series 10 licenses. Alondra is registered to provide investment advisory services in Texas and Louisiana. Alondra is also registered to provide securities services in all 50 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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TX
03/20/2023 - Present
Steward Partners Investment Advisory, LLC (Dallas TX)
LA
10/19/2017 - 03/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
NY
01/03/2017 - 10/12/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
06/09/2014 - 09/10/2015
USCA SECURITIES LLC (DALLAS TX)
NY
09/22/2008 - 06/13/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
TX
08/22/2007 - 09/22/2008
LEHMAN BROTHERS INC. (DALLAS TX)
BOTH
Issued 10/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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