Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Alvarez is a registered representative and investment advisor representative with Citigroup Global Markets Inc. Jacob has over 19 years of experience in the financial services industry. Jacob has a strong background in providing investment advice to individuals, corporations, and institutions. Jacob specializes in asset allocation advice, financial planning, pension consulting, and portfolio management. Jacob is licensed to conduct business in multiple states, including New York, New Jersey, California, Colorado, Connecticut, Delaware, Florida, Kansas, Nevada, Puerto Rico, South Carolina, Virginia, Tennessee and Wyoming. Prior to joining Citigroup Global Markets Inc., Jacob was employed at J.P. Morgan Securities LLC, UBS Securities LLC, Credit Suisse Securities (USA) LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 advice
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
01/02/2013 - 08/18/2016
J.P. MORGAN SECURITIES LLC (New York NY)
NY
04/23/2010 - 08/01/2012
UBS SECURITIES LLC (NEW YORK NY)
NY
06/04/2008 - 02/20/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
02/03/2003 - 03/28/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/07/2000 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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