Unclaimed
Mayda Alvarado has been in the financial services industry since 1996. Mayda currently works as a registered representative for Charles Schwab & CO., Inc. in Paramus, NJ. Mayda Alvarado has previously held positions at HSBC SECURITIES (USA) INC., FIDELITY BROKERAGE SERVICES LLC, ADVEST, INC. and CITISTREET EQUITIES LLC. Mayda Alvarado is registered to provide advisory services in 22 states, including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia. Mayda Alvarado holds Series 6, 7, 63 and 65 licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
01/02/2019 - Present
Charles Schwab & CO., Inc. (Paramus NJ)
NY
08/05/2009 - 09/21/2009
HSBC SECURITIES (USA) INC. (FOREST HILLS NY)
NY
09/17/2004 - 10/06/2008
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
CT
11/06/2003 - 09/08/2004
ADVEST, INC. (HARTFORD CT)
NJ
10/05/1995 - 08/26/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 04/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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