Harold Alvarado (CRD# 3147561) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Petersburg, FL and has over 24 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Life Insurance Company | St. Petersburg, FL | Oct 2021 - Current | 2 |
| Transamerica Investors Securities Corporation | St. Petersburg, FL | Oct 2021 - Current | 2 |
| Nylife Securities LLC | Tampa, FL | Apr 2021 - Sep 2021 | < 1 |
| New York Life Insurance Company | Tampa, FL | Mar 2021 - Sep 2021 | < 1 |
| Pruco Securities, LLC | Tampa, FL | Sep 2019 - Mar 2021 | 1 |
| The Prudential Insurance Company Of America | Tampa, FL | Sep 2019 - Mar 2021 | 1 |
| Unemployed | Lutz, FL | Jan 2019 - Sep 2019 | < 1 |
| E*trade Securities LLC | Tampa, FL | Jun 2015 - Jan 2019 | 3 |
| E*trade Capital Management LLC | Tampa, FL | Jun 2015 - Jan 2019 | 3 |
| Wells Fargo Advisors, LLC | Tampa, FL | Oct 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- FL
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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