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 advisor with Valic Financial Advisors, Inc., where he has been working since August 2008. William has been in the financial services industry since August 6, 2000, and his experience includes serving as a financial advisor with Citigroup Global Markets Inc. William has a Series 63, Series 65 and Series 7 licenses, as well as a Securities Industry Essentials (SIE) exam. William is registered with the state of California, Florida, New Jersey, New York and South Carolina to provide securities and advisory services to individuals and corporations. William is also registered as an Investment Advisor Representative with the state of Florida and New York.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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2
NJ
08/16/2021 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NJ
06/19/2007 - 09/08/2008
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
02/16/2007 - 03/26/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
03/03/2000 - 12/04/2006
TD AMERITRADE, INC. (NEW YORK NY)
IA
Issued 11/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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