Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Del valle Alvarez is a registered investment advisor representative with Kovack Advisors, Inc. in Fort Lauderdale, FL. Alicia has been in the securities industry since 1993. Alicia has a Series 63, 65 and 7 licenses. Alicia also holds the SIE license. Prior to joining Kovack Advisors, Inc., Alicia was an advisor representative with Capital Guardian, LLC. Alicia is also registered with the state of Colorado, Florida, Georgia, New Mexico and North Carolina as an investment advisor representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
FL
02/04/2014 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
06/24/2010 - 01/06/2014
CAPITAL GUARDIAN, LLC (WESTON FL)
FL
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (PEMBROKE PINES FL)
FL
08/22/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (WESTON FL)
FL
02/26/2001 - 08/08/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
CA
08/06/1998 - 02/15/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NC
05/18/1993 - 08/07/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 02/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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