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AB

Alejandra Bache

BOURSA INVESTMENTS
CHULA VISTA, CA 91910
Some features on this profile are disabled
CRD#: 5170457
AB

Professional summary

Alejandra Bache is a registered financial professional currently at BOURSA INVESTMENTS located in Chula Vista, California.

Alejandra is registered as a RR (Registered Representative) and started their career in finance in 2014. Alejandra has worked at 1 firm and has passed the Series 65, Series 63, Series 99TO, SIE, Series 57, Series 7, Series 14, Series 27, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Alejandra Bache's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 10, 2023 - Present

BOURSA INVESTMENTS

Office #1: 3130 Bonita Rd Apt 206, Chula Vista, CA 91910
BD
CRD#: 152516
CHULA VISTA, CA
Past

April 10, 2014 - February 24, 2022

BOURSA INVESTMENTS

BD
CRD#: 152516
Chula Vista, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/10/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/20/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/2/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 57
Date: 8/31/2017
Securities Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 4/10/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 5/10/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/12/2016
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/3/2014
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 5/23/2014
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BI
BOURSA INVESTMENTS
BOURSA INVESTMENT ADVISORS INC. | BOURSA INVESTMENTS, INC. | BOURSA INVESTMENTS | BOURSA INVESTMENT ADVISORS, INC.

CRD#: 152516 / SEC#: , 8-68457

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
3130 Bonita Rd Apt 206, Chula Vista, CA 91910
Mailing Address
3130 Bonita Rd Apt 206, Chula Vista, CA 91910
Phone number
(619) 756-6949
Established
Delaware since 11/10/2009
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HERNANDEZ, LEOVINOOWNER5758783
KATHLEEN MARY DOLAN DE NAVARRO, AS TRUSTEE OF THE BYPASS TRUST CREATED UNDER THE NAVARRO FAMILY TRUST DATED MARCH 6,1998.OWNER
MONDRAGON, JOSECEO2521391
MONDRAGON, JUAN TISNADOSECRETARY5079610
VILLAGOMEZ, CARLOS FERNANDOOWNER5022389
MONDRAGON, JAIMEOWNER5758779
BACHE, ALEJANDRACHIEF COMPLIANCE OFFICER, AMLCO PRIMARY5170457
CASTANEDA, JAMES PETERFINOP5984310
DOLAN, KATHLEEN MARYTRUSTEE7112807

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOURSA INVESTMENTS

CRD#: 152516Chula Vista, CA 91910

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