Antonio Alvarez is a registered investment advisor, based in Corona, CA, with 12 years of industry experience.
Location
Corona, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Antonio is the CEO of ATS Payroll Solutions LLC, providing payroll services, and the CEO of Alvarez-Soto ATS Insurance Service Inc, offering commercial property and casualty insurance, as well as life and health insurance, taking about a quarter of his time. He also manages several rental property holding companies and is an agent selling insurance products through Avantax, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Transamerica Financial Advisors, INCBroker
Hd Vest Investment ServicesBroker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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