About Us |
As a financial advisor, I've had the joy of educating and assisting individuals, families, business owners on a comprehensive approach to retirement planning and assets accumulation strategies. When working with them, I always strive to provide two things:
- First, I always make sure to provide recommendations based not on specific products or commissions, but rather what is in the best interest of the client. I am committed to help each client understand what the best and most suitable option in their personal situation may be.
- Secondly, my goal is to be a dedicated financial resource to my clients at all times and different stages of their lives. My clients have looked towards me for years, to provide them guidance in making sound financial decisions.
I am able to do both of these things because my independence allows me to do so. I am not committed to any interest, but your own.
My independence also allows me to customize financial plans for my clients and offer them solutions that include:
- Retirement planning: pre and during retirement strategies. Tax free retirement.
- Lifetime income
- Growth, protection and accumulation of Assets
- Wealth transfer strategies
I will do everything in my power to offer you a solution that meets your needs and that best fits your suitability and risk tolerance.
About my background:
I have been a practicing Financial Advisor since 1993; and during the past 21 years of investment industry experience I have served as Vice President/Financial advisor for Citi-Smith Barney, Bank of America Investment Services/Merryl Lynch and First Union International Private Bank. During the past 5 years I have performed my duties as an independent Financial advisor. As an independent Financial Advisor, I work thru my own independent practice Essential Financial Services, using Kovack Securities as my broker dealer and clearing thru National Financial Services, a Fidelity Investment Company.
I am a fully securities licensed advisor and hold series 7 license, series 63 and 65 licenses, I am also licensed in the State of Florida for life and annuities.
Copyright ©, Essential Financial & Insurance Services. All rights reserved.
Alicia Alvarez is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Essential Financial and Insurance Services is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
