Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Alvarez is an active Registered Representative and Investment Advisor Representative. Antonio has been in the financial services industry since 2013 and is currently registered with Avantax Advisory Services. Antonio previously worked at Transamerica Financial Advisors, Inc, HD Vest Investment Services, and PFS Investments Inc. Antonio holds Series 6, 63, 65, and SIE licenses. Antonio is registered in the state of California.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/21/2023 - Present
Avantax Advisory Services (DALLAS TX)
CA
02/17/2022 - 07/07/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Glendora CA)
CA
12/12/2013 - 05/10/2016
HD VEST INVESTMENT SERVICES (SANTA ANA CA)
GA
09/12/2001 - 08/29/2002
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/16/1994 - 11/29/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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