Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Alvarez is a financial advisor with Charles Schwab & Co., Inc. Miguel has been in the securities industry since March 12, 2014, and is licensed in Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Maryland, Massachusetts, Michigan, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Miguel has a Series 7, Series 66 and SIE license. Miguel has also worked for TD Ameritrade, Inc. in the past.
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
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2
VA
01/28/2022 - Present
Charles Schwab & CO., Inc. (Tysons Corner VA)
VA
04/14/2020 - 07/29/2024
TD AMERITRADE, INC. (Tysons Corner VA)
VA
08/02/2013 - 09/03/2019
TD AMERITRADE, INC. (GLEN ALLEN VA)
BOTH
Issued 7/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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