Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvaro? Claim Your ProfileAlvaro Mauricio Jiron is a financial advisor with over 17 years of experience in the industry. Alvaro currently works with LPL Financial LLC and has been registered with them since March 2023. Previously, Alvaro worked with Infinex Investments, Inc., J.P. Morgan Securities LLC, LPL FINANCIAL LLC, Ameriprise Financial Services, Inc., VALIC FINANCIAL ADVISORS, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Alvaro holds Series 63, 65, 66, 7 and SIE licenses and is registered with the states of Florida, Georgia and New York.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/13/2023 - Present
LPL Financial LLC (CORAL GABLES FL)
FL
07/05/2016 - 02/20/2023
INFINEX INVESTMENTS, INC. (COCONUT GROVE FL)
FL
01/09/2014 - 07/06/2016
J.P. MORGAN SECURITIES LLC (MIAMI LAKES FL)
FL
11/17/2009 - 01/16/2014
LPL FINANCIAL LLC (MIAMI FL)
MN
03/18/2009 - 06/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
TX
12/05/2003 - 08/11/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
10/12/2001 - 12/01/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
11/30/2000 - 08/24/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/02/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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