Alexander Matthew Saldana

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  First Tech Federal Credit Union
  Rocklin, CA
• 01/2012 → Present
  Raymond James Financial Services, Inc
  Rocklin, CA
• 01/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Rocklin, CA

Previous Registrations

• 2011-03-03 → 2012-01-25
  Essex National Securities, Llc
  Rocklin, CA

Other Businesses

(1)Name of Business: Addison Avenue Investment Services Address: 1011 Sunset Blvd Ste 210, Rocklin, CA, 95767, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/20/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Compliance principle. Addison Avenue Investment Services is division of First Tech Federal Credit Union

Exams

• S66 Uniform Combined State Law Examination
  2011-03-02
• S63 Uniform Securities Agent State Law Examination
  1996-12-11

Other Names

• Alex Saldana