Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alma? Claim Your ProfileAlma Marie Alcoser is a registered representative and investment advisor representative associated with Frost Investment Services. Alma has been working in the financial services industry since 2006 and has experience with Wells Fargo Clearing Services, LLC, WELLS FARGO ADVISORS, LLC, SOUTHWEST SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UBS INTERNATIONAL INC., and BANC OF AMERICA INVESTMENT SERVICES, INC. Alma is registered to provide investment advice in Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
05/10/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
08/15/2013 - 05/10/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
08/16/2012 - 02/21/2013
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
03/22/2012 - 08/15/2012
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
12/23/2009 - 02/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
05/18/2006 - 09/15/2009
UBS INTERNATIONAL INC. (SAN ANTONIO TX)
TX
07/08/2005 - 05/19/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 10/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/02/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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