Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Alfonso is a financial advisor based in Coral Gables, FL. Alexander has over 19 years of experience in the financial industry. Alexander is currently registered with Mutual of Omaha Investor Services, Inc. and is also a licensed insurance agent with Mutual of Omaha Insurance Company. Alexander's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
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2
FL
08/18/2022 - Present
Mutual OF Omaha Investor Services, Inc. (CORAL GABLES FL)
FL
04/03/2019 - 08/01/2022
PRUCO SECURITIES, LLC. (West Palm Beach FL)
FL
04/04/2017 - 11/12/2018
AXA ADVISORS, LLC (MIAMI FL)
FL
05/06/2015 - 03/07/2016
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
FL
08/11/2014 - 05/07/2015
VALIC FINANCIAL ADVISORS, INC. (MIAMI FL)
FL
09/06/2013 - 08/18/2014
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
08/16/2012 - 08/13/2013
PRINCOR FINANCIAL SERVICES CORPORATION (CORAL GABLES FL)
FL
12/07/2010 - 08/17/2012
NEW ENGLAND SECURITIES (MIAMI FL)
IN
01/19/2007 - 12/07/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
FL
09/17/2004 - 12/13/2006
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
09/19/2002 - 10/05/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
07/25/2002 - 08/09/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/25/2002 - 08/09/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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