Oscar Alvarez, financial advisor Newport News VA

Oscar Alvarez

CRD Number: 2396863
Current Firm: Pathway Financial Planning, Inc.
Compensation Model: Both

Oscar N. Alvarez (CRD# 2396863) is an Registered Investment Advisor in the state of Virginia  and owner of Pathway Financial Planning, Inc. in Newport News, VA.  Oscar has over 23 years of experience in the finance industry. Oscar 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 putclients' interests first and comply with the Financial Planning Practice Standards.

 

Oscar N. Alvarez is an independent fiduciary and is committed to always putting the needs of his clients first.

CONTACT
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Professional Designations
Company Name Location Dates Years
Pathway Financial Planning, Inc. Newport News, VA Sep 2014 - Current 5
Oscar Alvarez Dba Pathway Financial Services Newport News, VA May 2011 - Current 8
Voya Financial Advisors, Inc. Newport, VA May 2011 - Oct 2014 3
Metlife Securities, Inc. Virginia Beach, VA Sep 2002 - May 2011 8
Metropolitan Life Insurance Virginia Beach, VA Sep 2002 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Oscar N. Alvarez
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $97,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Firm Disclaimer:

Investment advisory services offered through Pathway Financial Planning, Inc., a Registered Investment Advisor in the State of Virginia.  Insurance products and services offered through Pathway Financial Services.  Oscar N Alvarez and Pathway Financial Services are affiliated companies.

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Clean Record
This advisor has a clean track record with regulators.

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