Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Alvarez is a financial advisor who has been in the industry since August 2021 and is currently registered with Raymond James Financial Services Advisors, Inc.. Jose is licensed to provide financial advice and investment trading services in Wisconsin and Texas. Jose previously worked at LPL FINANCIAL LLC and CUNA BROKERAGE SERVICES, INC., providing investment, insurance, and financial planning services. Jose is also a member of the Finance/Investment Committee at Bremer Bank. Jose is dedicated to helping clients reach 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
05/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Amery WI)
WI
05/18/2022 - 06/16/2023
LPL FINANCIAL LLC (Amery WI)
WI
09/01/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Amery WI)
BOTH
Issued 10/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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