Miguel Alvarez, financial advisor Port Charlotte FL

Miguel Alvarez

CRD Number: 4508624
Current Firm: Synovus Securities, Inc.

Miguel Alvarez (CRD# 4508624) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 22 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Synovus Securities Naples, FL Oct 2019 - Current 4
Synovus Bank Naples, FL Oct 2019 - Current 4
Morgan Stanley Private Bank, National Association New York, NY Aug 2017 - Oct 2019 2
Morgan Stanley Marco Island, FL Jul 2017 - Oct 2019 2
Unemployed Marco Island, FL Apr 2017 - Jun 2017 < 1
Bb&t Bank Naples, FL Apr 2014 - Mar 2017 2
Bbtis Charlotte, NC Apr 2014 - Mar 2017 2
Cetera Investment Services LLC St. Cloud, MN Mar 2013 - Apr 2014 1
Regions Bank Naples, FL Mar 2010 - Apr 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Miguel A. Alvarez
Phone Number: 706-649-2327
Firm Website: http://www.synovus.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,804
    MILLIONS
  • Total Number of Accounts
    12,071
    ACCOUNTS
  • Average Account Value
    $480,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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