Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Cobb is a financial advisor with over 30 years of experience in the financial services industry. Alfonso is currently registered with J.P. Morgan Securities LLC and has a Series 7, 6, 63, 66, 9, 10, 24, and 8 licenses. Alfonso has experience providing investment advice to individuals, families, and businesses. Alfonso offers a range of financial services, including financial planning, portfolio management, and retirement planning. Alfonso has previously been registered with Fidelity Brokerage Services LLC, Harris Investor Services, Inc., HarrisDirect LLC, Charles Schwab & Co., Inc., Linsco Financial Group, Inc., First Jersey Securities, Inc., and First Investors Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
08/06/2024 - Present
J.p. Morgan Securities LLC (SKOKIE IL)
IL
11/14/2007 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (GENEVA IL)
IL
12/08/2005 - 09/21/2007
HARRIS INVESTOR SERVICES, INC. (JOLIET IL)
NJ
01/22/2004 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
TX
07/09/1987 - 10/21/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
01/13/1987 - 12/31/1987
LINSCO FINANCIAL GROUP, INC.
NA
02/19/1986 - 11/24/1986
FIRST JERSEY SECURITIES, INC.
NA
10/24/1985 - 02/12/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/29/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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