Jorge Miguel Alvarez

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1997 → Present
  Suntrust Investment Services, Inc.
  Miami, FL
• 08/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Other Businesses

WINNERS FOR LIFE POSITION: Owner NATURE: Taekwondo school. Martial Arts INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: Miami FL, United States DESCRIPTION: Help in establishing the business. Teach class to adult students 2 times a week for a total of 4 hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08
• S63 Uniform Securities Agent State Law Examination
  1997-12-10

Designations

• Certified Financial Planner