Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Ariel Holguin is a financial advisor currently registered with Osaic Wealth, Inc. in El Paso, TX. Alfonso has been in the financial services industry since 1999 and has experience with both Securities America, Inc. and Edward Jones. Alfonso has licenses in multiple states including California, New Mexico, New York, Tennessee, Texas, and Virginia.
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.
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.
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TX
06/14/2024 - Present
Osaic Wealth, Inc. (EL PASO TX)
TX
11/13/2020 - 06/14/2024
SECURITIES AMERICA, INC. (EL PASO TX)
TX
05/10/2010 - 10/02/2020
EDWARD JONES (EL PASO TX)
TX
03/11/2005 - 01/13/2010
WELLS FARGO INVESTMENTS, LLC (EL PASO TX)
TX
08/03/2000 - 08/11/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
06/21/2000 - 06/27/2000
SCOTTRADE, INC. (ST. LOUIS MO)
MI
08/12/1998 - 06/09/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 01/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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