Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Alvarez is a financial advisor with Voya Financial Advisors, Inc. Vincent has been in the financial industry for over 25 years. Vincent has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Vincent is registered with the state of California as both a broker-dealer and an investment advisor representative. Vincent holds a Series 6, Series 63 and Series 65 licenses. Vincent is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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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CA
12/18/2017 - Present
Voya Financial Advisors, Inc. (LOS ANGELES CA)
CA
05/25/2011 - 12/05/2017
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
SD
03/01/2007 - 05/20/2011
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
CA
11/19/1998 - 12/31/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (RANCHO CUCAMONGA CA)
CA
10/21/1996 - 12/31/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CT
06/28/1994 - 12/31/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
07/13/1993 - 01/24/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
AZ
01/18/1993 - 06/01/1993
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MA
09/27/1990 - 12/31/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
TX
04/10/1990 - 10/11/1990
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
04/25/1989 - 04/10/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 04/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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