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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

ORLANDO, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Mariano Bugallo is a financial advisor with RBC Capital Markets, LLC, located in Orlando, Florida. Alejandro has been in the industry since 2003 and has extensive experience working with various clients. In addition to his current role, Alejandro has held previous positions with Hilltop Securities Inc., Stifel, Nicolaus & Company, Incorporated, Raymond James & Associates, Inc., and A. G. Edwards & Sons, Inc. Alejandro has passed a variety of exams including the Series 7, Series 50, Series 52TO, Series 53 and Series 79TO and holds registrations in Florida. Alejandro and his team at RBC Capital Markets are dedicated to providing personalized financial advice and guidance to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

CAMBRIDGE, MA

0 Disclosures

ADVISOR BIO

Alejandro Goldberg is an investment advisor representative at Valence8, a registered investment advisor. Alejandro has been in the financial services industry since 2008. Alejandro has been registered with the state of New York since October 24, 2022. He has passed the Uniform Investment Adviser Law Examination and the NFA Branch Manager Examination. Alejandro specializes in providing portfolio management services to individuals, businesses, and pooled investment vehicles. Valence8 has a total of 6 client accounts with $909,472,824 in assets under management.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BMO Capital Markets Corp.

location

Minneapolis, MN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Sanchez is a registered representative with BMO Capital Markets Corp. based in Minneapolis, Minnesota. Alejandro has a Series 63, Series 79TO, and SIE license. Alejandro has over a year of experience in the securities industry and is licensed in several states, including Minnesota, Illinois, New York, Texas and Washington. Alejandro was previously employed by BOFA SECURITIES, INC. in New York, New York.

SPECIALIZATIONS

PROVISION OF SECURITIES TRADING IDEAS AND RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Ruiz Hernandez is a registered investment advisor representative with Vanguard Advisers, Inc. Alejandro is licensed in Pennsylvania and Texas. Alejandro has been in the securities industry since 2015. Alejandro specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Alejandro offers financial planning, portfolio management, and selection of other advisors. Alejandro is also a registered representative of Vanguard Marketing Corporation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Onedigital Investment Advisors

location

OVERLAND PARK, KS

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Siqueiros is a financial advisor with Onedigital Investment Advisors, a firm headquartered in Overland Park, Kansas. Alejandro has been working in the financial industry since 2013. Alejandro holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Alejandro works with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, banking or thrift institutions, and state or municipal government entities. Alejandro provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

0 Disclosures

ADVISOR BIO

Alejandro Xavier Astudillo is a registered representative with Blackrock Investment Management, LLC. Alejandro is currently registered in Florida and New Jersey. Alejandro specializes in providing financial advice to high-net-worth individuals, businesses, investment companies, and pooled investment vehicles. Alejandro also offers selection of other advisors and portfolio management services.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MIAMI, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Hasegawa is a registered representative of Stifel, Nicolaus & Company, Inc. Alejandro is a financial advisor with over 2 years of experience in the industry. Alejandro has a Series 7TO, Series 66 and SIE licenses. Alejandro is registered in 28 states. Alejandro is a financial advisor who is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. Alejandro is also a registered investment advisor in Florida and Texas. Alejandro is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Espinoza Bravo is a registered representative with Dimensional Fund Advisors LP in Austin, Texas. Alejandro has been in the financial services industry since 2013 and holds Series 63, 66, and 7 licenses, as well as the SIE exam. Prior to Dimensional Fund Advisors LP, Alejandro worked at PIMCO INVESTMENTS LLC, ADVISORS ASSET MANAGEMENT, INC., PACIFIC SELECT DISTRIBUTORS, LLC, and TD AMERITRADE, INC.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimension Capital Management LLC

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Alejandro Tovar is an investment advisor representative with Dimension Capital Management LLC, registered with the state of Florida. Alejandro has been in the industry since September 2001 and has been registered with the state of Florida since January 9, 2003. Alejandro specializes in providing portfolio management services for individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Tysons, VA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Sevilla is a financial advisor registered with Robert W. Baird & Co. Inc. in Tysons, Virginia. Alejandro has been in the financial industry since May 2009, working at several firms before joining Robert W. Baird & Co. Inc. in 2018. Alejandro holds the Series 7, Series 63, Series 79TO, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
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Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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