Elizabeth Alejandre
Professional summary
Elizabeth Alejandre is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2012. Elizabeth has worked at 2 firms and has passed the Series 99TO, SIE and Series 99 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Elizabeth Alejandre's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2024 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201May 7, 2012 - October 27, 2021
HILLTOP SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 3/26/2024
Operations Professional ExaminationFINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
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
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
Monitor Elizabeth Alejandre
Get automatic monthly alerts on:
