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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Alexis Urena is a financial advisor who has been in the industry since 2001. Armando Alexis Urena is currently registered with Snowden Capital Advisors LLC and has been registered with Wells Fargo Clearing Services, LLC and Lehman Brothers Inc. in the past. Armando Alexis Urena is licensed to provide financial advice in several states, including Florida, New York, Arizona, California, District of Columbia, Georgia, Iowa, Montana, North Carolina, Texas and Virginia. Armando Alexis Urena offers a variety of services, including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Armando Alexis Urena holds Series 3, 7, 9, 10, 66 and SIE licenses.
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.
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
FL
03/22/2021 - Present
Snowden Capital Advisors LLC (Coral Gables FL)
FL
09/06/2006 - 03/08/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
10/18/2001 - 09/14/2006
LEHMAN BROTHERS INC. (MIAMI FL)
BOTH
Issued 11/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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