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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Alvarez is a financial advisor with Ameriprise Financial Services, LLC. John is a registered representative with the firm and holds Series 7 and Series 66 licenses. John has been in the financial industry for several years and has experience working with a variety of clients, including individuals, families, and businesses. John provides financial planning and asset management services to his clients. His primary areas of expertise include retirement planning, college savings, and estate planning. John is committed to providing his clients with personalized financial advice and guidance to help them 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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CA
02/11/2025 - Present
Ameriprise Financial Services, LLC (Pasadena CA)
NC
10/19/2018 - 03/17/2020
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
02/09/2017 - 10/25/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 03/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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