Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Pierre Alvarado is a financial professional with over 28 years of experience in the financial services industry. Jean is currently registered with Stifel, Nicolaus & Company, Inc. and holds a Series 7, 24, 3 and SIE licenses. Prior to Stifel, Nicolaus & Company, Inc., Jean was employed by Nomura Securities International, Inc., Barclays Capital Inc. and Credit Suisse First Boston Corporation. Jean's experience and expertise make him a valuable resource for clients seeking financial guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
08/26/2019 - Present
Stifel, Nicolaus & Company, Inc. (RAMSEY NJ)
NY
11/02/2015 - 02/28/2019
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
04/16/2002 - 08/28/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/28/1994 - 04/08/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
05/17/1990 - 06/13/1990
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
02/05/1990 - 05/03/1990
VANDERBILT SECURITIES, INC.
NA
07/18/1989 - 02/13/1990
J. T. MORAN & CO., INC.
BC
Issued 06/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1995
Series 3 - National Commodity Futures Examination
BC
Issued 06/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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