Unclaimed
Reyes G. Alvear is a financial advisor who has been in the industry since 1998. Reyes is currently registered with Charles Schwab & Co., Inc. and has previously worked with OPTIONSXPRESS, INC., CYBERTRADER, INC., TRANSCEND CAPITAL, LP, PROTRADER SECURITIES L.P. and PRINCOR FINANCIAL SERVICES CORPORATION.
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
1
2
TX
05/04/2018 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
04/14/2015 - 11/13/2017
OPTIONSXPRESS, INC. (AUSTIN TX)
TX
07/26/2005 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
TX
01/22/2003 - 07/29/2005
TRANSCEND CAPITAL, LP (AUSTIN TX)
TX
04/08/1999 - 01/13/2003
PROTRADER SECURITIES L.P. (AUSTIN TX)
IA
06/05/1998 - 02/09/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 05/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/02/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/09/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 3 - National Commodity Futures Examination
BC
Issued 04/30/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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