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 an investment advisor representative with Steward Partners Investment Advisory, LLC. Alondra has been in the industry since December 2008 and holds licenses in both Louisiana and Texas. Alondra also holds Series 66, Series 7, Series 10 and Series 9 licenses. Before joining Steward Partners, Alondra worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, JPMorgan Securities LLC, USCA Securities LLC and Lehman Brothers Inc. Alondra focuses on working with high net worth individuals and families and offers services like financial planning, pension consulting, selection of other advisors and portfolio management.
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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2
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 07/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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