Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Alejandro Vallejo is a financial advisor with Cetera Investment Advisers LLC. Javier has been in the industry for 20 years and has experience working with various firms, including Investors Capital Corp. and Ameriprise Financial Services, Inc. Javier holds a Series 66 license and is registered in multiple states, including Arizona, California, North Carolina, South Carolina, Virginia, and Washington. Javier offers various financial services, including financial planning, pension consulting, 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.
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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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
03/13/2009 - 10/03/2016
INVESTORS CAPITAL CORP. (IRVINE CA)
CA
02/01/2008 - 03/16/2009
LPL FINANCIAL CORPORATION (IRVINE CA)
CA
10/13/2003 - 02/04/2008
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
MN
10/13/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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