Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrienne? Claim Your ProfileAdrienne Alvarez is a financial advisor with over 17 years of experience in the industry. Adrienne is currently registered with LPL Financial LLC and is licensed to provide financial advice in Arizona, California, Kansas, and Washington. Prior to joining LPL Financial LLC, Adrienne was a financial advisor at Waddell & Reed, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Adrienne has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/21/2021 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
06/11/2020 - 07/21/2021
WADDELL & REED (IRVINE CA)
CA
01/13/2011 - 03/19/2020
U.S. BANCORP INVESTMENTS, INC. (ORANGE CA)
CA
05/02/2009 - 01/14/2011
CHASE INVESTMENT SERVICES CORP. (TUSTIN CA)
CA
12/16/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (TUSTIN CA)
BOTH
Issued 02/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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