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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 Alvarez is a financial advisor registered with Morgan Stanley. Alvaro has over 25 years of experience in the financial services industry and is registered to provide investment advice in multiple states. Alvaro holds various licenses, including Series 66, Series 63, Series 7, Series 31, and Series 55. Alvaro has previously been employed by Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Morgan Stanley & Co., Incorporated. Alvaro has been employed by Morgan Stanley since June 2009 and specializes in providing financial advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Miami FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
05/05/2003 - 04/02/2007
MORGAN STANLEY DW INC. (MIAMI FL)
NY
05/24/1996 - 06/04/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 05/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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