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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Aldrete is an investment advisor representative with IPG Investment Advisors, LLC. Alfonso has been in the industry since November 28, 2002. Alfonso holds Series 3, 7, 24, 63 and 66 securities licenses. Alfonso is registered with FINRA and the state of California. Alfonso has a broad range of experience in the financial services industry, including experience with portfolio management for businesses and individuals, and pooled investment vehicles. Alfonso also holds a number of leadership positions in other companies, including a Trustee for the Investment Placement Group Employees Profit Sharing Account and a Board Member of Baja California Regional Office of Nacional Financiera S.N.C.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
May select advise on and/or offer private funds and limited partnerships and/or provide family office services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Family office, service , finder's fees $ 12b1 fees via afflt
1
2
CA
01/11/2023 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
BOTH
Issued 07/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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