Unclaimed
Christopher Alvarez is an investment advisor representative at Impact Investors. Christopher is registered with the state of Illinois and is currently approved to provide investment advice in California, Colorado, Illinois, Michigan, New York, Ohio, Oregon, and Texas. Christopher has been in the industry since June 2020. Christopher earned their Series 65 license on July 16, 2022.
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.
1
2
CA
12/16/2022 - Present
Impact Investors (SAN FRANCISCO CA)
IA
Issued 07/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Christopher Alvarez is the right advisor for you? Invested Better is here to help.