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Alexander Arango Csscs is listed as Vice President Financial Advisor at Regions Investment Solutions at Regions Investment Solutions, a company with 88 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at regions.com and a matched LinkedIn profile for Alexander Arango Csscs.
Alexander Arango Csscs previously worked as Vice President Financial Advisor at Regions Investment Solutions and LPL Financial Advisor at Space Coast Credit Union. Alexander Arango Csscs holds Bachelor Of Business Administration (Bba), Finance And Financial Management Services from Lindsey Wilson College.
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Alexander’s passion is to help individuals and families plan their financial future which is achieved by utilizing a step by step approach based on the following values:ORGANIZATION: Bring order to client’s financial lives. By assisting to build on a strong foundation to get client's financial house in order; at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow.ACCOUNTABILITY. Help clients follow through on financial commitments. By working together to prioritize goals, build a step by step road map, regularly review and track progress towards achieving written goals and milestones.OBJECTIVITY. Bring insight from the outside to help clients avoid emotionally driven decisions in important money matters, by being available to consult with them at key moments of decision-making by providing necessary 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.EDUCATION. Gather key specific analysis for a client's particular situation. By providing the necessary resources to facilitate decisions, and explaining the options and risks associated with each choice.PARTNERSHIP. Helping achieve each client's full financial potential by working in concert with them, not just for them. By following an established road map which takes into consideration background, philosophy, needs, and objectives. Working collaboratively with clients while offering the highest level of transparency.
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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.
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..
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.
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.
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Alexander Arango Csscs works for Regions Investment Solutions.
Alexander Arango Csscs is listed as Vice President Financial Advisor at Regions Investment Solutions at Regions Investment Solutions.
AeroLeads has found 1 work email signal at @regions.com for Alexander Arango Csscs at Regions Investment Solutions.
Alexander Arango Csscs is based in Fort Lauderdale, Florida, United States while working with Regions Investment Solutions.
Alexander Arango Csscs has worked for Regions Investment Solutions, Space Coast Credit Union, Merrill Lynch, and Bank Of America.
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Alexander Arango Csscs holds Bachelor Of Business Administration (Bba), Finance And Financial Management Services from Lindsey Wilson College.
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