linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mayelin Alvarez

Kaufman Rossin Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mayelin? Claim Your Profile

About Mayelin Alvarez

Mayelin Alvarez is an Investment Advisor Representative associated with Kaufman Rossin Wealth, LLC, in Miami, Florida. Mayelin is registered with the state of Florida. Mayelin has 1 state exam, the Uniform Investment Adviser Law Examination, and is actively registered as an Investment Advisor Representative. Mayelin has experience as an Insurance Advisor and has been with Kaufman Rossin Wealth, LLC, since November 2021. Mayelin also has previous experience with Mass Mutual and KR Financial Services, LLC dba Kaufman Rossin Insurance Services.

Firm Information

Mayelin Alvarez is currently registered with Kaufman Rossin Wealth, LLC. Kaufman Rossin Wealth, LLC is a Miami, FL-based registered investment advisor with approximately $302,857,130 in regulatory assets under management. They offer a range of advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Their client base includes high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
Kaufman Rossin Wealth, LLC

3310 MARY STREET

MIAMI, FL 33133

$302.86M

Assets Under Management

4

Total Clients

5

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mayelin Alvarez’s Registration & Firm History

FL

03/04/2023 - Present

Kaufman Rossin Wealth, LLC (MIAMI FL)

Not sure if Mayelin Alvarez is right for you?

Licenses & Designations

IA

Issued 02/17/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mayelin Alvarez.
Not sure if Mayelin Alvarez is right for you?