Alejandro Santana
Clients choose to work with me because of my expertise and specialization. As a dedicated holistic f...
170 East 89th StreetApartment 2w, New York, United States
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Alejandro Santana’s Email alejandro.s@fortislux.com
Social Media
Alejandro Santana’s Location 170 East 89th StreetApartment 2w, New York, United States
Alejandro Santana’s Current Industry Intuit Fortis Lux Financial
Alejandro Santana’s Prior Industry True Temper Financial Services | Jp Morgan Chase Bank | Ubs Wealth Management
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Work Experience
Intuit
Credentialed Tax Assistant
2022-02-01 00:00:00 - Present
Fortis Lux Financial
Financial Planner
2017-08-01 00:00:00 - Present
True Temper Financial Services
Principal
2016-10-01 00:00:00 - 2018-07-01 00:00:00
Jp Morgan Chase Bank
Relationship Banker
2015-01-01 00:00:00 - 2015-10-01 00:00:00
Ubs Wealth Management
Financial Advisor
2010-06-01 00:00:00 - 2012-04-01 00:00:00Skills
Languages
FAQ About Alejandro Santana
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Alejandro Santana is located at
170 East 89th StreetApartment 2w, New York, United States -
Alejandro Santana is a Clients choose to work with me because of my expertise and specialization. As a dedicated holistic financial planner, my focus is on planning design and implementation*. This concentration allows me to offer customized and creative plan strategies to help clients grow their assets and protect their loved ones. I enjoy working together with my clients to help them make informed decisions that maximize the potential of their financial life through financial planning process. * Please note that you can implement your financial plan at the financial institution of your choice.
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Alejandro Santana currently works in the Intuit | Fortis Lux Financial |
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No Languages Available
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Alejandro Santana has prior
experience in the following industries:
True Temper Financial Services | Jp Morgan Chase Bank | Ubs Wealth Management -
Alejandro Santana has the following professional experience:
Intuit | Fortis Lux Financial | True Temper Financial Services | Jp Morgan Chase Bank | Ubs Wealth Management -
You can view Alejandro Santana’s LinkedIn profile at LinkedIn URL
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Alejandro Santana’s work email
addresses are
alejandro.s@fortislux.com -
Intuit | Fortis Lux Financial |
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