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AP

Alexander J. Pinera

FIRVA CAPITAL MANAGEMENT
TAMPA, FL 33607
CRD#: 5922432
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AP
Alexander Joseph PineraFIRVA CAPITAL MANAGEMENT

Professional summary


Alexander Joseph Pinera is a registered financial advisor currently at FIRVA CAPITAL MANAGEMENT LLC located in Tampa, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alexander has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

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) - RIA


Click below to view Alexander Joseph Pinera's 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

July 17, 2013 - Present

FIRVA CAPITAL MANAGEMENT LLC

Office #1: 3000 Bayport Drive Suite 585, Tampa, FL 33607
RIA
CRD#: 147143
TAMPA, FL
Past

November 6, 2017 - December 19, 2018

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
Tampa, FL
Past

July 29, 2015 - October 27, 2015

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
SCHAUMBURG, IL
Past

April 27, 2012 - July 23, 2013

SINCLAIR & COMPANY, LLC

BD
CRD#: 133754
DARIEN, CT

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/17/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/24/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FC
FIRVA CAPITAL MANAGEMENT LLC
FIRVA CAPITAL MANAGEMENT LLC | FORGE ABS, LLC

CRD#: 147143 / SEC#:

Florida
Registered Investment Advisory firm - (4/17/2009 Approved)
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Contact information


Main Address
3000 Bayport Drive Suite 585, Tampa, FL 33607
Mailing Address
Phone number
(813) 676-7177
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

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


FIRVA CAPITAL MANAGEMENT LLC

CRD#: 147143Tampa, FL 33607

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