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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Alvarez is an investment advisor representative with Integrated Wealth Concepts LLC in ENGLEWOOD, CO. Alexander Alvarez is registered to provide investment advisory services in Colorado. Alexander Alvarez has been in the securities industry since 2014. Alexander Alvarez has passed the Series 65 exam. Alexander Alvarez has experience providing accounting/tax/payroll services through a partnership with Swick & Associates, LLC. Alexander Alvarez also has experience in property management. Integrated Wealth Concepts LLC specializes in financial planning, pension consulting, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CO
08/27/2024 - Present
Integrated Wealth Concepts LLC (ENGLEWOOD CO)
IA
Issued 08/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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