Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alvarez is a financial advisor with International Assets Investment Management, LLC. Robert has been in the industry for over 23 years and has experience in providing a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Robert has also worked with International Assets Advisory, LLC, LPL Financial LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Robert is registered with the state of Louisiana and has a Series 66, Series 7 and SIE licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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FL
05/21/2014 - Present
International Assets Investment Management, LLC (ORLANDO FL)
LA
05/27/2014 - 11/30/2023
INTERNATIONAL ASSETS ADVISORY, LLC (Metairie LA)
LA
04/12/2013 - 05/06/2013
LPL FINANCIAL LLC (METAIRIE LA)
LA
10/03/2000 - 04/25/2013
AMERIPRISE FINANCIAL SERVICES, INC. (METAIRIE LA)
MN
10/03/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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