Oscar Nava Alvarez

Employer firm

Pathway Financial Planning, Inc. CRD 173222

$28.3M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2011 → Present
  Oscar Alvarez Dba Pathway Financial Services
  Newport News, VA
• 09/2014 → Present
  Pathway Financial Planning, Inc.
  Newport News, VA

Previous Registrations

• 2011-06-10 → 2014-10-30
  Voya Financial Advisors, Inc.
  Newport News, VA
  Ellicott City, MD
• 2002-11-25 → 2011-05-19
  Msi Financial Services, Inc.
  Virginia Beach, VA
  Poquoson, VA
  Poquoson, VA
  Newport News, VA

Other Businesses

PATHWAY FINANCIAL SERVICES; INVESTMENT RELATED; NEWPORT NEWS, VA; INSURANCE PRODUCTS SALES AND SERVICES; INSURANCE AGENT; MAY 2011; APPROXIMATELY 50% OF MR. ALVAREZ'S TIME IS SPENT ON THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-25
• S63 Uniform Securities Agent State Law Examination
  1993-09-17

Designations

• Certified Financial Planner