Alexander Arango Csscs Email & Phone Number

Chairman's Club winner 2019 and 2020, $1,000,000.00 produced in GDC. Selected for and part of the Advisory Council for Regions Bank. Alexander’s passion is to help individuals and families plan their financial picture by utilizing a step by step approach based on the following values:ORGANIZATION: Bring order to the client’s financial lives by building a strong foundation of the financial house in order; at both the “macro” level of investments (insurance, estate, taxes, etc., and the “micro” level of household cash flow.ACCOUNTABILITY. Help clients follow through on financial commitments. By working together to prioritize goals, build a road map, regularly review and track progress towards achieving written goals and milestones.OBJECTIVITY. Bring insight from reliable sources to help clients avoid emotionally driven decisions in important money matters. Making myself available at decision-making moments and by providing research to ensure clients have objective information.PROACTIVITY. Closely working to anticipate client's life transitions and getting financially prepared for them. While regularly assessing and monitoring the action plan necessary to address and manage them ahead of time.Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.Investments are: *NOT FDIC INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY AND FEDERAL GOVERNMENT AGENCY *NOT A CONDITION OF ANY BANKING ACTIVITY. (800) 598-9164.

President's Club Level. Top 3% out of over 15,000 Financial Advisors for 2017. LPL FINANCIALIndividual Production Record holder in History at Space Coast Credit Union Financial Services.Top Company Producer for 2017, Financial Services Department (SCCU).Over 900,000 Gross Dealer Concession (GDC) produced in 2017 and 2018.Top Company Producer for 2016. Financial Advisor Department (SCCU).Over $825,000 Gross Dealer Concession (GDC) produced in 2016.Over $750,000 Gross Dealer Concession (GDC) produced in 2016.Top Company Producer of 2016. Financial Advisor Department (Space Coast Credit Union).Develop and position mutual funds, fixed income products, and discretionary money management services to existing customers/prospects.Expand relationships by uncovering opportunities for additional account types, account features and asset consolidationProvide Investment direction by using Guidance tools to match needs with suitable solutions such as products, research, and/or services and assists customers with implementing guidance recommendations, including trading and online education Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Not NCUA Insured Not Credit Union Guaranteed May Lose Value

Partner to help manage a $35 Million Book of Business.Raised $1,250,000.00 in assets in a 21 days period. Build client portfolios based on current investments themes in conjunction with the clients personal goals, risk tolerance, financial objectives, and priorities in life for a given time horizon.Created and present comprehensive investment proposal for prospective clientsUtilized prior knowledge of the securities markets and their relationship to the economic environment to sell financial solutions and services to both business and personal clients.

New York, Ny, Us

Selected among Top 50 Personal Bankers from the country to participate in Bank of America Pilot program to become a Financial Solutions Advisor. License obtained, General Securities Representative (Series 7)

Charlotte, Nc, Us

Top 3 overall performer since March 2013 as a business and consumer banker in the S.Florida Market.Actively manage, and proactively expand a book of business of over $20 million in net worth.Through interactions and leads discover customers needs for financial advice and investments.Strategically develop a referral pipeline by partnering with FSA's, Business and mortgage officers.Manage, coach, and assist with associate’s development though conference calls and one on one coaching in order to achieve goals and overall proficiency.

Bachelor Of Business Administration (Bba), Finance And Financial Management Services

Associate Of Science (A.S.), Business Administration And Management, General