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Isabel Alvarado

Tradier Brokerage, Inc.

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About Isabel Alvarado

Isabel Alvarado is a registered representative with Tradier Brokerage, Inc. located in Charlotte, NC. Isabel has over 16 years of experience in the securities industry and has been registered in North Carolina since March 2024. Isabel is a Series 6, 7, 63, and SIE licensed representative. Previously, Isabel Alvarado was employed by WELLS FARGO CLEARING SERVICES, LLC from 2007 until 2023.

Firm Information

Isabel Alvarado is currently registered with Tradier Brokerage, Inc.. Tradier Brokerage, Inc. is a corporation that was formed on September 17, 1993. They are registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Isabel Alvarado’s Registration & Firm History

NC

03/05/2024 - Present

Tradier Brokerage, Inc. (CHARLOTTE NC)

NC

02/09/2007 - 07/05/2023

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/08/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isabel Alvarado.
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