Unclaimed
Alvaro Alonso is an Investment Advisor Representative at Northern Trust Securities, Inc. Alvaro holds the Series 7TO, Series 66, and SIE licenses, and has been in the financial industry for over 10 years. Alvaro is licensed in 37 states, and is also registered as an Investment Advisor Representative in Florida. Alvaro Alonso has experience in providing financial advice to individuals, corporations, businesses, and other investment advisors. Alvaro specializes in providing financial advice for retirement planning, college savings, and estate planning.
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.
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.
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
11/14/2019 - Present
Northern Trust Securities, Inc. (MIAMI FL)
BOTH
Issued 11/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alvaro Alonso is the right advisor for you? Invested Better is here to help.