Unclaimed
Christopher Alvarez is a financial advisor at Raymond James Financial Services Advisors, Inc. Christopher has been in the financial services industry since 2012, and has earned the Series 7TO, Series 66, and SIE licenses. Christopher has experience working with a range of clients, including high-net-worth individuals, corporations, and pension plans. Christopher is also a licensed real estate investor in Texas. Christopher's primary focus is providing financial planning and investment management services to clients. Christopher works with clients to develop personalized financial plans that meet their specific needs and goals. Christopher also manages investment portfolios for individual and institutional clients.
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
TX
02/23/2022 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
BOTH
Issued 02/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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