Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Jose Alvarez-mena is a financial advisor at Ameriprise Financial Services, LLC, in Pasadena, California. Giovanni has been a registered representative in the securities industry since 2006. Giovanni is also a registered investment advisor and provides financial advice to individuals, families, trusts, and estates. Giovanni helps clients with financial planning, portfolio management, retirement planning, and college savings. Giovanni is dedicated to helping 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.
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.
Asset allocation services
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
CA
12/04/2020 - Present
Ameriprise Financial Services, LLC (Pasadena CA)
CA
05/02/2012 - 01/29/2013
AMERIPRISE FINANCIAL SERVICES, INC. (TUSTIN CA)
CA
06/22/2006 - 04/14/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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