Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Anguiano is a financial advisor with LPL Financial LLC. He has been in the industry for over 10 years, and has been registered with the state of Illinois since 2014. Alfonso is a Series 66, Series 7, and SIE licensed professional. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Alfonso provides educational seminars, and consulting and other non-discretionary advisory services. He is also registered with the state of California, Florida, Indiana, Puerto Rico, and Wisconsin.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
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2
IL
08/08/2014 - Present
LPL Financial LLC (CHICAGO IL)
IL
09/10/2013 - 08/11/2014
ESSEX NATIONAL SECURITIES, LLC (RIVER GROVE IL)
BOTH
Issued 12/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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