Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alejandro is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Jeffrey has over 20 years of experience in the financial industry. Jeffrey has been associated with Raymond James since January 2012. He is a Registered Representative and Investment Advisor Representative in Arizona, California, Colorado, Florida, Hawaii, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, and Vermont. Jeffrey is also registered as an Investment Advisor Representative in Texas. Jeffrey specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
06/09/2023 - Present
Raymond James Financial Services Advisors, Inc. (Cupertino CA)
CA
10/02/2007 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (CUPERTINO CA)
CA
05/29/2007 - 10/12/2007
CITIGROUP GLOBAL MARKETS INC. (DALY CITY CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (DALY CITY CA)
CA
02/01/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
Issued 09/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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