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Luis Vinicio Alvarado

Equitable Advisors, LLC

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About Luis Vinicio Alvarado

Luis Alvarado is a registered representative with Equitable Advisors, LLC. Luis has been in the securities industry since September 9, 1998. Luis is registered in the state of Florida. Luis has also worked for several other firms, including IFMG Securities, Inc., Essex National Securities, Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, and Princor Financial Services Corporation. Luis holds the Series 6, 7, 63 and 65 licenses. Luis's specializations include: Insurance, Annuities, Mutual Funds, Stocks, Bonds, and Fixed Annuities. Luis is also involved in insurance sales through various fixed companies.

Firm Information

Luis Alvarado is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luis Alvarado’s Registration & Firm History

FL

08/18/2005 - Present

Equitable Advisors, LLC (FT. LAUDERDALE FL)

NY

05/03/2004 - 08/02/2005

IFMG SECURITIES, INC. (PURCHASE NY)

CA

02/03/2004 - 04/30/2004

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

10/13/1998 - 02/18/2004

AXA ADVISORS, LLC (NEW YORK NY)

NY

10/13/1998 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

IA

08/25/1998 - 10/07/1998

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 07/07/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/24/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luis Vinicio Alvarado.
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