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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Denise Alvarez (CRD# 4691039) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coral Gables, FL and has over 11 years of experience in the finance industry.
Joao Alvarez (CRD# 5560094) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 12 years of experience in the finance industry.
Jorge Alvarez (CRD# 2888623) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Miami, FL and has over 26 years of experience in the finance industry. Jorge Alvarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Leon Alvarez (CRD# 5899310) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 10 years of experience in the finance industry.
Roberto Alvarez (CRD# 4479443) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 10 years of experience in the finance industry.
Roberto Alvarez (CRD# 5196625) is an Investment Advisor Representative working at Finaccess Advisors, LLC in Miami, FL and has over 16 years of experience in the finance industry.
Manuel Alvarez Fernandez (CRD# 6476788) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 8 years of experience in the finance industry.
Lorea Alvarez Trillas (CRD# 7046327) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 5 years of experience in the finance industry.
Joaquin Alvarez-Menendez (CRD# 4244319) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 21 years of experience in the finance industry.
Marcelo Alves (CRD# 4820438) is an Investment Advisor Representative working at Focus Investment Advisors, LLC in Miami, FL and has over 19 years of experience in the finance industry.