Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Fernando Alvarez is an investment advisor representative with Vanguard Advisers, Inc. Luis has been in the industry since 2008. Luis has experience in working with individual clients as well as corporations and other businesses. Luis is registered in 55 states, and is also a registered investment advisor representative in North Carolina and Texas. Luis is a qualified investment advisor with experience in various investment areas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/24/2021 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
FL
02/22/2018 - 05/18/2021
FORESIDE FUND SERVICES, LLC (Miami FL)
FL
06/20/2017 - 11/14/2017
BB&T INVESTMENT SERVICES, INC. (MIAMI FL)
NY
04/17/2015 - 03/20/2017
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
08/15/2014 - 10/14/2014
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
03/09/2012 - 06/03/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
12/10/2009 - 03/09/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
FL
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (MIAMI FL)
FL
02/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 06/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 3 - National Commodity Futures Examination
BC
Issued 01/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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