Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvaro? Claim Your ProfileAlvaro Luiz Catao is a financial advisor with over 20 years of experience in the industry. Alvaro is currently registered with Stonex Advisors Inc. and is licensed to provide investment advice in Alabama and Florida. Alvaro's previous experience includes working at UBS Financial Services Inc., J.P. Morgan Securities LLC, and Lehman Brothers Inc. Alvaro is a dedicated financial advisor with a commitment to providing personalized service and guidance to his clients. Alvaro specializes in providing financial planning, investment management, and pension consulting services. Alvaro's client base consists of individuals, corporations, and charitable organizations.
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.
Financial consulting services
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.
1
2
FL
05/18/2023 - Present
Stonex Advisors Inc. (MIAMI FL)
FL
01/20/2016 - 05/23/2023
UBS FINANCIAL SERVICES INC. (Coral Gables FL)
FL
01/14/2010 - 12/09/2015
J.P. MORGAN SECURITIES LLC (MIAMI FL)
NY
08/26/2003 - 12/01/2006
PACTUAL CAPITAL CORPORATION (NEW YORK NY)
NY
04/09/2003 - 07/08/2003
PACTUAL CAPITAL CORPORATION (NEW YORK NY)
FL
08/16/2000 - 02/01/2003
IBOLSA, INC. (BOCA RATON FL)
NA
03/25/1987 - 04/09/1992
LEHMAN BROTHERS INC.
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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