Perfil
Mr. Cris Alvarez is a Managing Director at First Allied Securities, Inc. In his role as Managing Director, Strategic Planning, he helps develop strategic corporate plans to help drive revenue, improve profit margins and stimulate growth.
He is responsible for evaluating competition and leveraging market research to ensure the firm is well-positioned within the industry.
Prior to his current role, Mr. Alvarez filled several positions throughout the First Allied Securities.
He served as Project Manager in the Supervision department, prior to his promotion to Managing Director.
Before his transition into Supervision, Mr. Alvarez was a Branch Examiner in the Compliance department where he performed on-site branch examinations for the First Allied Securities.
He joined First Allied Securities in 2005 in the Securities Licensing department.
Mr. Alvarez graduated from the Pamplin College of Business at Virginia Tech where he earned his Bachelor of Science degree in business with a double major in finance and management.
He holds his 7, 3, 66, 24, 4 and 53 licenses, and is a Lean Six Sigma Black Belt.
Antiguos cargos conocidos de Cris Alvarez.
| Empresas | Cargo | Fin |
|---|---|---|
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 01/01/2013 |
Formación de Cris Alvarez.
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
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First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
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