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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvaro? Claim Your ProfileAlvaro Alfredo Quintero is a financial advisor at Wells Fargo Clearing Services, LLC. Alvaro has been in the financial services industry since 2013. Alvaro has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Alvaro is registered with FINRA and holds the following securities licenses: Series 6, Series 7, Series 63, and Series 66.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/12/2021 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
FL
02/08/2017 - 08/10/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
05/03/2014 - 01/25/2017
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
NY
12/02/2004 - 01/13/2005
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
FL
10/28/2004 - 12/17/2004
LH ROSS & COMPANY, INC. (BOCA RATON FL)
FL
08/11/2004 - 11/05/2004
ITRADEDIRECT.COM CORP (BOCA RATON FL)
GA
06/08/2004 - 08/18/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 03/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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