Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmundo? Claim Your ProfileEdmundo Alvarado is an investment advisor representative with Sovran Advisors, LLC, a registered investment advisor. Edmundo has been in the financial services industry since 2016. Edmundo holds the Series 6, 63, and 65 securities licenses. Edmundo is licensed in California, Arizona, Nevada, New York, and Oregon. Edmundo has a background in financial planning and asset management. Edmundo specializes in providing financial advice to individuals, families, charitable organizations, and pension and profit-sharing plans. Edmundo is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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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CA
06/05/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
12/08/2022 - 05/16/2024
LPL FINANCIAL LLC (WEST COVINA CA)
CA
11/29/2017 - 05/24/2018
LPL FINANCIAL LLC (WEST COVINA CA)
CA
05/20/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (WEST COVINA CA)
BC
Issued 01/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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