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Antonio A
Series 65, Series 63
Santa Ana, CA
Cetera
Antonio Alvarez is a financial advisor with Cetera in Santa Ana, CA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. His prior experience includes roles at Avantax Investment Services Inc. and Transamerica Financial Advisors, Inc. Outside of advisory work, he is CEO of Alvarez-Soto ATS Insurance Service Inc. and leads a charitable nonprofit focused on building a large religious and cultural center. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to use affiliated and third-party managers or create custom strategies.
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