LA

Leon Alvarez

Senior Director - Financial Advisor at VectorGlobal WMG

Leon Alvarez currently serves as Senior Director - Financial Advisor at VectorGlobal WMG since September 2021. Previously, Alvarez held the position of Managing Director - Investments and Financial Advisor at Wells Fargo Advisors from June 2017 to September 2021, where the firm operates as a trade name for Wells Fargo Clearing Services, LLC. Prior to that, Alvarez worked as an Investment Consultant at Mercantil Investment Services, Inc. from January 2013 to June 2017, specializing in providing investment advice and managing $105 million in assets. Leon Alvarez holds an Economist degree in Economics from Universidad Central de Venezuela.

Location

Miami, United States

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VectorGlobal WMG

VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We are part of Vector Financial Group, an organization with more than 500 employees servicing 15,000 clients in North, Central and South America. As a group we advice and manage assets equivalent to US $5 billion. With offices in Miami, New York and Houston, our goal is to provide personalized investment management services to clients that are looking for objective and impartial advice. Our commitment is to work in building our client’s financial projects, and to offer practical solutions to their financial needs, all of this with an open architecture model and the support of well known international custodian firms.


Employees

51-200

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