Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Alvarado is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kara has been in the industry since February 8, 2013 and holds the Series 6, 7, and 63 licenses as well as the SIE exam. Kara has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Kara Alvarado is registered to offer securities in Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Ohio, Oregon, Tennessee, Texas, and Wisconsin.
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.
Investment consulting services to institutional clients
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
IN
07/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Wayne IN)
IN
01/14/2014 - 07/06/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
09/17/2012 - 08/21/2013
WELLS FARGO ADVISORS, LLC (FORT WAYNE IN)
IA
Issued 10/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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