Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alvarez is a financial professional with over 11 years of experience in the industry. William is currently registered with Frost Brokerage Services, Inc. and is licensed in Texas. William has previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. William holds Series 6, Series 63 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.
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.
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2
TX
05/04/2023 - Present
Frost Brokerage Services, Inc. (HOUSTON TX)
TX
10/01/2012 - 04/01/2023
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLAIRE TX)
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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