Alejandro Fernandez

ALTERNATIVE FINANCE LLC

CORAL GABLES, FL 33134

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CRD#: 7127455

Professional summary

Alejandro Fernandez, who also goes by Alejandro Joaquin Fernandez, is a registered financial advisor currently at ALTERNATIVE FINANCE LLC located in Coral Gables, Florida.

Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Alejandro has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alejandro Joaquin Fernandez

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 Alejandro Fernandez'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 15, 2024 - Present

ALTERNATIVE FINANCE LLC

Office #1: 999 Ponce De Leon Boulevard Suite 1110ph, Coral Gables, FL 33134

RIA

CRD#: 331315

CORAL GABLES, FL

Past

August 21, 2019 - March 26, 2024

EDWARD JONES

RIA

CRD#: 250

LAKE MARY, FL

Past

July 27, 2019 - March 26, 2024

EDWARD JONES

CRD#: 250

LAKE MARY, FL

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
(7/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/17/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/27/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/2/2019

Securities Industry Essentials Examination

Current Firm

ALTERNATIVE FINANCE LLC

CRD#: 331315 / SEC#:

Florida

Registered Investment Advisory firm - (7/15/2024 Approved)

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Contact information

Main Address

999 Ponce De Leon Boulevard Suite 1110ph, Coral Gables, FL 33134

Mailing Address

Phone number

(954) 821-1354

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Alejandro Fernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro Fernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTERNATIVE FINANCE LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2019

Series 7TO

Date: 7/27/2019

SIE

Date: 7/2/2019

Current Firm

ALTERNATIVE FINANCE LLC

Contact information

Documents

Red Flags

Company Information

ALTERNATIVE FINANCE LLC

TRUST BUT VERIFY

Contact information

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