Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Alvarado is a financial advisor registered with Transamerica Retirement Advisors, LLC. Harold has been in the financial industry since 2004. Harold's primary work location is in Tampa, FL. Harold is registered in 51 states and the District of Columbia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
10/25/2021 - Present
Transamerica Retirement Advisors, LLC (Tampa FL)
FL
04/21/2021 - 10/08/2021
NYLIFE SECURITIES LLC (TAMPA FL)
FL
09/17/2019 - 03/08/2021
PRUCO SECURITIES, LLC. (TAMPA FL)
FL
07/01/2015 - 01/03/2019
E*TRADE SECURITIES LLC (TAMPA FL)
FL
10/29/2013 - 06/17/2015
WELLS FARGO ADVISORS, LLC (TAMPA FL)
FL
11/10/2011 - 11/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRANDON FL)
FL
11/16/2010 - 09/27/2011
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
06/03/2008 - 11/05/2010
METLIFE SECURITIES INC. (TAMPA FL)
FL
06/14/2007 - 05/07/2008
ING FINANCIAL PARTNERS, INC. (TAMPA FL)
NY
11/21/2000 - 12/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
07/05/2000 - 10/30/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MD
06/23/1999 - 06/27/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 10/17/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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