Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Alexander Alviarez delgado is a financial advisor with Thrivent Investment Management Inc. Carlos is a registered investment advisor in Florida and Texas. Carlos has worked in the financial services industry since 2010. Carlos has a Series 7TO, Series 63, and Series 65 licenses. Carlos specializes in financial planning and portfolio management for individuals and high-net-worth individuals.
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.
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.
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2
FL
08/26/2024 - Present
Thrivent Investment Management Inc. (Orlando FL)
BC
Issued 07/08/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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