Jonatan Alvarez (CRD# 6596360) is an Investment Advisor Representative working at Guerra Advisory Services in Miami, FL and has over 8 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guerra Advisors Inc. | Miami, FL | Apr 2024 - Current | < 1 |
Citigroup | Miami, FL | Apr 2023 - Current | 1 |
Citigroup | Miami, FL | Apr 2024 - Apr 2024 | < 1 |
Wells Fargo Clearing Services, LLC | Miami, FL | Nov 2016 - Mar 2023 | 6 |
Wells Fargo Bank Na | Miami, FL | Jul 2014 - Mar 2023 | 8 |
Wells Fargo Advisor | Miami, FL | Mar 2014 - Mar 2023 | 9 |
Wells Fargo Advisors, LLC | Miami, FL | Dec 2015 - Nov 2016 | < 1 |
Dollar Financial Group | Ft Lauderdale, FL | May 2008 - Jul 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2016 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- FL
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts3,265ACCOUNTS
-
Average Account Value$42,576
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
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