Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adolfo? Claim Your ProfileAdolfo Alvarez is a financial advisor with over eight years of experience in the financial services industry. Adolfo is registered as a broker and investment advisor representative in Arizona, Illinois, Indiana, Washington, and Wisconsin. Adolfo works with Valic Financial Advisors, Inc. which has been serving clients since 1959. Valic Financial Advisors, Inc. is a leading provider of financial products and services, including investment advisory services, retirement planning, and insurance products. The firm has over 1289 investment advisor representatives and over 1409 registered representatives across the country. Adolfo's primary focus is to help clients with their retirement planning and investment needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
04/03/2020 - Present
Valic Financial Advisors, Inc. (CHICAGO IL)
IL
11/26/2018 - 02/07/2020
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
11/02/2015 - 11/20/2018
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
11/25/2014 - 11/05/2015
J.P. MORGAN SECURITIES LLC (PARK RIDGE IL)
IA
Issued 01/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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