Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arlene? Claim Your ProfileArlene Alvarez is a financial advisor with over 25 years of experience in the financial services industry. Arlene has been registered with Raymond James Financial Services Advisors, Inc. since June 2015 and holds several licenses and certifications, including Series 7, 9, 10, 63, and 65. Arlene has previously worked at Wells Fargo Advisors, LLC. and CitiCorp Investment Services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/18/2018 - Present
Raymond James Financial Services Advisors, Inc. (Coral Gables FL)
FL
09/19/2005 - 05/05/2015
WELLS FARGO ADVISORS, LLC (CORAL GABLES FL)
NY
05/08/1997 - 09/26/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 09/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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