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Rafael Alvarex Vallina

WIZEST INC.·SOUTH EUCLID, Ohio
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1688 SHERIDAN ROAD, SOUTH EUCLID, OH 44121CRD# 7406023Firm CRD# 315156
01

About

Rafael Alvarex Vallina is a registered financial advisor based in SOUTH EUCLID, Ohio, affiliated with WIZEST INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
WIZEST INC.
WIZEST INC.
AUM
$26K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WIZEST INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7406023
Firm CRD# 315156
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rafael Alvarex Vallina offer?
Rafael Alvarex Vallina specializes in Investment Management. Contact their office in SOUTH EUCLID, Ohio for a consultation.
What are Rafael Alvarex Vallina's credentials?
Rafael Alvarex Vallina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rafael Alvarex Vallina located?
Rafael Alvarex Vallina is based in SOUTH EUCLID, Ohio, working with WIZEST INC.. Their office serves clients in the SOUTH EUCLID metropolitan area and surrounding communities.
How does Rafael Alvarex Vallina charge for services?
Rafael Alvarex Vallina's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WIZEST INC.?
WIZEST INC. has approximately 5 employees and manages $26K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTH EUCLID
Axel Thibon — WIZEST INC.William Littlefield — WIZEST INC.Lazaro Gonzalez — WIZEST INC.William Estoque — WIZEST INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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