Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Alejandro Alvarez is a financial advisor with Synovus Securities, Inc. located in PORT CHARLOTTE, FL. Miguel has been in the financial services industry since 2003. Miguel is licensed in FL. Miguel also holds the following licenses: Series 6, Series 7, Series 63, Series 66 and SIE. Miguel has worked at several firms including MORGAN STANLEY, BB&T INVESTMENT SERVICES, INC., CETERA INVESTMENT SERVICES LLC, MORGAN KEEGAN & COMPANY, INC., WELLS FARGO ADVISORS, LLC and BANC OF AMERICA INVESTMENT SERVICES, INC.. Synovus Securities, Inc. offers a wide range of financial services including financial planning, portfolio management for individuals and businesses, educational seminars, publication of periodicals, selection of other advisors, and tax related services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/28/2019 - Present
Synovus Securities, Inc. (PORT CHARLOTTE FL)
FL
09/01/2017 - 10/24/2019
MORGAN STANLEY (MARCO ISLAND FL)
FL
04/28/2014 - 03/13/2017
BB&T INVESTMENT SERVICES, INC. (NAPLES FL)
FL
03/06/2013 - 04/22/2014
CETERA INVESTMENT SERVICES LLC (FORT MYERS FL)
TN
03/22/2010 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
01/24/2008 - 12/31/2009
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
03/21/2002 - 01/07/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MACRO ISLAND FL)
BOTH
Issued 07/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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