Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Burgos is a financial advisor with over 20 years of experience in the financial services industry. Alfonso is currently registered with Edelman Financial Engines, where he provides financial planning and portfolio management services to individual and institutional clients. Prior to joining Edelman Financial Engines, Alfonso was with EF Legacy Securities, LLC, Sanders Morris Harris LLC, SMH Capital Inc., Brookstreet Securities Corporation, Multi-Financial Securities Corporation, Pacific Cortez Securities Incorporated, Tasin & Company, Inc., Investors Associates, Inc., Ash & Co. Incorporated, and H.J. Meyers & Co., Inc.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MD
11/01/2018 - Present
Edelman Financial Engines (BETHESDA MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BETHESDA MD)
VA
05/16/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
09/29/2006 - 11/29/2007
SMH CAPITAL INC. (FAIRFAX VA)
MD
06/10/1999 - 08/21/2006
BROOKSTREET SECURITIES CORPORATION (GERMANTOWN MD)
CO
04/27/1999 - 06/10/1999
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
05/16/1998 - 04/06/1999
PACIFIC CORTEZ SECURITIES INCORPORATED (SAN DIEGO CA)
NY
08/05/1997 - 05/22/1998
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NJ
09/03/1996 - 09/25/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
06/06/1997 - 09/22/1997
ASH & CO. INCORPORATED (GREAT NECK NY)
NY
04/21/1997 - 06/06/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BOTH
Issued 12/12/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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