Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Alvis is an Investment Advisor Representative with Altus Wealth Group, LLC. Norman has been in the industry for over 15 years and holds Series 7, 31, and 66 licenses. Norman is a Chartered Financial Analyst and has experience in the financial services industry. Norman has worked for UBS Financial Services Inc. and Piper Jaffray & Co. Norman specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
1
2
CO
03/10/2022 - Present
Altus Wealth Group, LLC (COLORADO SPRINGS CO)
CO
08/12/2006 - 12/10/2007
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
CO
10/14/2004 - 08/12/2006
PIPER JAFFRAY & CO. (COLORADO SPRINGS CO)
BOTH
Issued 11/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Norman Alvis is the right advisor for you? Invested Better is here to help.
