Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Charles is an investment advisor representative associated with Broadway Wealth Solutions. Alfonso has been in the industry for over 10 years. Alfonso specializes in portfolio management for individuals and businesses. They are registered with the state of Texas as an Investment Advisor Representative. They are also Series 63, Series 65, and Series 7 licensed.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/29/2024 - Present
Broadway Wealth Solutions (SAN ANTONIO TX)
TX
08/16/2022 - 03/11/2024
EQUITABLE ADVISORS, LLC (SAN ANTONIO TX)
IA
Issued 08/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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