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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 Soto is a financial advisor with Edward Jones. Alvaro has been working in the financial industry since 2019, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Alvaro is registered with the state of Texas as both a broker-dealer and an investment advisor. Alvaro's focus is on providing financial planning and portfolio management services to individual clients, businesses, and retirement plans. Alvaro also holds the Series 7, Series 63, Series 65, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
08/07/2023 - Present
Edward Jones (Houston TX)
TX
11/16/2021 - 08/08/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
10/10/2019 - 11/13/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
IA
Issued 01/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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