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Melissa Marie Alvarado

Assetmark Brokerage, LLC

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About Melissa Marie Alvarado

Melissa Alvarado is a financial advisor with over 17 years of experience in the industry. Melissa is currently registered with Assetmark Brokerage, LLC and has been with the firm since August 2014. Melissa has held previous positions with several other firms, including Capital Brokerage Corporation, Wells Fargo Advisors, LLC, Cambridge Investment Research, Inc., New England Securities, MML Investors Services, Inc., WM Financial Services, Inc., and Banc One Securities Corporation. Melissa holds Series 6, Series 63, and SIE licenses.

Firm Information

Melissa Alvarado is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

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.

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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Melissa Alvarado’s Registration & Firm History

AZ

08/15/2014 - Present

Assetmark Brokerage, LLC (Phoenix AZ)

VA

09/06/2013 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

AZ

11/21/2012 - 07/03/2013

WELLS FARGO ADVISORS, LLC (CHANDLER AZ)

AZ

01/26/2012 - 06/22/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (MESA AZ)

AZ

10/27/2008 - 03/24/2010

NEW ENGLAND SECURITIES (PHOENIX AZ)

AZ

02/01/2007 - 07/01/2008

MML INVESTORS SERVICES, INC. (SCOTTSDALE AZ)

AZ

04/16/2002 - 02/13/2007

WM FINANCIAL SERVICES, INC. (CHANDLER AZ)

IL

04/16/2002 - 07/02/2002

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 05/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Melissa Marie Alvarado. Review regulatory record here.
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