Alejandra Benavides Morin
CRD Number: 6962612Current Firm: Fidelity Personal And Workplace Advisors
Alejandra Benavides Morin (CRD# 6962612) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Seattle, WA and has over 5 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Seattle, WA | Apr 2021 - Current | 3 |
| U.s. Bancorp Investments, Inc. | Seattle, WA | Jul 2019 - Mar 2021 | 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Nov 2018 - Jul 2019 | < 1 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Nov 2018 - Jul 2019 | < 1 |
| First Command Insurance Services, Inc. | For, TX | Nov 2018 - Jul 2019 | < 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2018 - Nov 2018 | < 1 |
| Global Transportation Services, Inc. | Kent, WA | Mar 2016 - Nov 2018 | 2 |
| Wayne And Wendy Harsha | Lakewood, WA | Apr 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- TX
- WA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.