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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yizenia? Claim Your ProfileYizenia Alvare-garcia is a financial advisor with Morgan Stanley. Yizenia has been in the industry since July 1999, and has worked at several prominent firms, including UBS Financial Services Inc. and Citigroup Global Markets Inc. Yizenia is licensed to provide investment advice in a number of states, and specializes in a variety of investment products and services, including financial planning and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/06/2024 - Present
Morgan Stanley (Miami FL)
FL
01/01/2010 - 04/11/2023
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
03/20/2009 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
FL
03/25/2003 - 04/08/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
02/02/2001 - 03/27/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
07/26/1999 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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