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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 Munoz is a financial advisor who has been in the industry since 2002. Currently, Alvaro is registered with Morgan Stanley. Alvaro has previously been registered with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, BBVA Investments Inc., and AXA Advisors, LLC. Alvaro holds the Series 7, Series 24, and Series 66 licenses and the SIE exam. Alvaro has been working in the financial services industry for over 20 years and has extensive experience in investment management, financial planning, and asset allocation. Alvaro is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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
TX
01/11/2021 - Present
Morgan Stanley (Houston TX)
TX
05/16/2013 - 01/11/2021
BBVA SECURITIES INC. (HOUSTON TX)
FL
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MIAMI FL)
TX
08/26/2008 - 07/01/2009
BBVA INVESTMENTS INC. (HOUSTON TX)
TX
11/26/2002 - 08/14/2008
AXA ADVISORS, LLC (EL PASO TX)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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