I offer individualized services and customized solutions to professionals seeking financial direction. Through our relationship, you will gain access to a network of financial professionals in areas such as estate planning, employee benefits, and much more. Regain your life and work to protect your family’s future.Ivey de la Torre is registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. Kovack Securities Corporate Headquarters: 800-711-4078 |… Show more I offer individualized services and customized solutions to professionals seeking financial direction. Through our relationship, you will gain access to a network of financial professionals in areas such as estate planning, employee benefits, and much more. Regain your life and work to protect your family’s future.Ivey de la Torre is registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. Kovack Securities Corporate Headquarters: 800-711-4078 | kovacksecurities.com Investment Advisory services offered through Kovack Advisors, Inc. Alliance Wealth Advisors is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc."Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Ivey de la Torre and/or Alliance Wealth Advisors; positive reviews of experiences with the Ivey de la Torre and/or Alliance Wealth Advisors may not reflect the experience of all, oreven most, clients. Visitors to this page should not write positive reviews of their experience with either as such testimonials may be prohibited under state and federal securities laws. The information made available by clicking these links is provided strictly as a courtesy. Ivey de la Torre and/or Alliance Wealth Advisors do not represent that the information provided by any link is complete or accurate, nor is Ivey de la Torre and/or Alliance Wealth Advisors responsible for any technical or system issues that may arise from your access to these links. Show less

I am a Registered Representative and an Investment Advisor Representative. I work with my clients on a one-on-one basis to develop a financial plan that is unique to their individual situation. Outside of the office I am involved on the Junior Board of a local charity.

Keystone Financial was founded on the principals of Knowledge, Integrity, Service, and Trust. I work with my clients define their retirement goals and then develop a retirement plan that fits their personal situation. I specialize in educating individuals on different financial topics as well as employee benefits. I meet with clients quarterly to review their financial plan and discuss any changes in employer benefits, taxation, and the financial markets.

I am a registered representative offering securities and advisory services in Alabama and Mississippi through Lincoln Financial Securities Corp., Member SIPC. Keystone Financial Services and Lincoln Financial Securities are not affiliated.

HARTLINE & ROBERTS, L.L.C.; Birmingham, AL May 2010 - Current Two-partner, independently owned Financial Services Company with over 100 million in assets under management Client Advisory Service Provider ■ Engage clients in the planning process uncovering and understanding their needs, goals and attitudes towards investing, and assessing their current financial situation ■ Create and implement strategies to meet short- and long-term financial goals ■ Prepare client… Show more HARTLINE & ROBERTS, L.L.C.; Birmingham, AL May 2010 - Current Two-partner, independently owned Financial Services Company with over 100 million in assets under management Client Advisory Service Provider ■ Engage clients in the planning process uncovering and understanding their needs, goals and attitudes towards investing, and assessing their current financial situation ■ Create and implement strategies to meet short- and long-term financial goals ■ Prepare client proposals highlighting the benefits of recommended solutions Investment Management Analysis ■ Prepare ROI, Cost Benefit Analysis, Capital Gains/Loss and Cash Flow Management reports ■ Monitor current account positions and performance of top used funds ■ Responsible for placing all trades; perform transactions involving stocks, bonds, mutual funds, UITs, and options for clients from a diverse demographic Administrative Support ■ Handle client relations, resolve account inquires, and discuss market fluctuations ■ Complete daily reconciliation of trades and deposits, record security transactions, purchases, sales, exchanges, redemptions and payments ■ Routinely communicate with back office personnel on issues relating to compliance, confirmations, settlements, and client inquiries Marketing ■ Redesigned company website, re-coded HTML codes and embedded meta-tags into the site, increasing website traffic by 300% Investment Management Software■ Experienced in eCustody trading system, Broker Dashboard, SpyView, DST Vision and EBIX Annuity Net ■ Proficient in Microsoft software Show less