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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Alvarez is a registered investment advisor representative at Commonwealth Financial Network. Joseph is licensed to provide investment advice in 15 states. Joseph has been in the financial services industry since 2005 and has worked at Commonwealth Financial Network since 2013. Joseph has also worked at Triad Advisors, Inc. and Ameriprise Financial Services, Inc. Joseph is an active member of the securities industry and has a strong commitment to providing high-quality financial advice to clients. Joseph is passionate about helping individuals and families achieve their financial goals. Joseph is committed to providing personalized financial advice and services to meet the specific needs of each client. Joseph can assist with investment planning, retirement planning, and estate planning. Joseph is also licensed to sell insurance products. Joseph is committed to helping clients make informed decisions about their financial future.
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.
1
2
ME
04/08/2013 - Present
Commonwealth Financial Network (Wells ME)
ME
02/05/2007 - 04/10/2013
TRIAD ADVISORS, INC. (BANGOR ME)
ME
01/12/2005 - 01/10/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BANGOR ME)
MN
01/12/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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