Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rolando? Claim Your ProfileRolando Alviso is an investment advisor representative with LPL Financial LLC. Rolando is registered with FINRA and has been in the industry since 2017. Rolando specializes in a variety of financial services, including retirement planning, college savings, investment management, and estate planning. Rolando holds a Series 7 and Series 66 license and is a registered representative in Arizona, California, Hawaii, and Texas. Prior to joining LPL Financial, Rolando was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BBVA Securities Inc. Rolando is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory 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.
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2
TX
05/09/2024 - Present
LPL Financial LLC (THE COLONY TX)
TX
05/05/2021 - 05/14/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLOWER MOUND TX)
TX
10/30/2017 - 05/05/2021
BBVA SECURITIES INC. (DENTON TX)
TX
11/29/2016 - 08/02/2017
EDWARD JONES (LITTLE ELM TX)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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