Jose Maria
Celorio Alvarez
Alterna Wealth Management, Inc
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About this Advisor
Jose Maria Celorio Alvarez is a financial advisor based in Houston, Texas with 1 year of industry experience. Celorio Alvarez is currently employed by Alterna Wealth Management, Inc. Their career trajectory has included roles at Alterna Capital Management, LLC, Grupo Financiero Actinver, London Business School, Alterna Securities, Inc and Alterna Wealth Management. Celorio Alvarez holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Alterna Wealth Management, Inc is a company based out of Houston, TX. The firm has a total of 36 employees. It oversees $666 million in assets among its 791 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 791 client accounts, 20% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business performs a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually depend on which service is offered. However, fees billed by Alterna Wealth Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alterna Wealth Management, Inc Brokerage Details
$666,200,115
36
791
$842,225
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jose Maria Celorio Alvarez Work History
Jose Maria has been registered as a financial advisor for 1 years.*
Alterna Wealth Management
Alterna Securities, Inc
Alterna Capital Management, LLC
Grupo Financiero Actinver
London Business School
Grupo Financiero Actinver
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jose Maria Celorio Alvarez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alterna Wealth Management, Inc
San Antonio, TX
Houston, TX
San Antonio, TX
San Antonio, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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