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JM

Jose Maria Celorio Alvarez

Investment Adviser Representative at ALTERNA WEALTH MANAGEMENT, INC.

Houston, TXCRD #7395970Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jose Maria Celorio Alvarez has worked in the securities industry since 2021. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/22/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 2/25/2022
Series 99
Operations Professional Examination
Passed 4/8/2026
Series 7
General Securities Representative Examination
Passed 8/25/2021
SIE
Securities Industry Essentials Examination
Passed 7/20/2021
Series 24
General Securities Principal Examination
Passed 11/30/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Alterna Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALTERNA WEALTH MANAGEMENT, INC.Current
6/29/2022Houston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jose Maria Celorio Alvarez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jose Maria Celorio Alvarez - Financial Advisor in Houston, TX | AdvisorFinder