Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernesto? Claim Your ProfileErnesto Alvelais is a financial professional with over 15 years of experience in the industry. Ernesto is currently registered with Oneamerica Securities, Inc. and has a strong track record of providing financial advice to individuals and businesses. Ernesto holds Series 7 and Series 63 licenses. Prior to joining Oneamerica Securities, Inc., Ernesto worked at Nationwide Investment Services Corporation, Prudential Investment Management Services LLC, J.P. Morgan Institutional Investments Inc., MML Investors Services, LLC, LPL Financial Corporation, and SunTrust Investment Services, Inc. Ernesto specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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
IN
10/26/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
OH
01/29/2015 - 09/04/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NJ
04/09/2013 - 07/02/2014
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
04/29/2011 - 02/20/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
CO
12/14/2010 - 02/16/2011
MML INVESTORS SERVICES, LLC (ERIE CO)
FL
12/09/2009 - 10/27/2010
LPL FINANCIAL CORPORATION (ORLANDO FL)
FL
03/12/2007 - 06/02/2009
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
BC
Issued 04/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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