Rosario
Flores
Alterna Wealth Management, Inc
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About this Advisor
Rosario Flores is a financial advisor operating out of San Antonio, Texas with a total of 1 year of industry experience. Flores is an employee of Alterna Wealth Management, Inc. During their career, Flores has held roles at Optima Capital Management, Inc, Actinver Wealth Management, Inc, Actinver Securities, Inc and Abendstern Wealth Management, Inc. Flores maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Texas. Alterna Wealth Management, Inc is a firm operating out of Houston, TX. The company has a total of 36 people on staff. It controls $666 million in assets under management between its 791 client accounts, placing it among the larger firms in the nation by assets under management. Of its 791 accounts, 20% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged 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
Rosario Flores Work History
Rosario has been registered as a financial advisor for 1 years.*
Actinver Securities, Inc
Abendstern Wealth Management, Inc
Actinver Wealth Management, Inc
Actinver Securities, Inc
Actinver Wealth Management, Inc
Optima Capital Management, Inc
*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 Rosario Flores 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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