Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilberto? Claim Your ProfileGilberto Alvarez is a financial advisor with Charles Schwab & CO., Inc. He has been in the industry since 2013 and holds several licenses and certifications, including the Series 6, 7, 10, 63, and 65 exams. He also has a Certified Financial Planner designation. Gilberto has experience working with both individuals and institutions. Gilberto's current office is located in Los Angeles, CA. In the past, he worked for J.P. Morgan Securities LLC and WELLS FARGO CLEARING SERVICES, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/13/2022 - Present
Charles Schwab & CO., Inc. (Los Angeles CA)
CA
10/07/2014 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (MANHATTAN BEACH CA)
CA
05/23/2013 - 07/18/2014
J.P. MORGAN SECURITIES LLC (EL SEGUNDO CA)
IA
Issued 10/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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