Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Siravo is a registered investment advisor representative with Citizens Securities, Inc.. Alfonso is also a registered principal in the state of Pennsylvania. Alfonso's current registrations are active in Maryland, New Jersey, New York, and Pennsylvania. Alfonso has been in the industry since 1992. Alfonso has held previous registrations with several other firms including M&T Securities, Inc., Sorrento Pacific Financial, LLC, LPL Financial LLC, IFMG Securities, Inc., First Union Brokerage Services, Inc., Liberty Securities Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Alfonso has passed several securities exams including the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Principal Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Investment Company Products/Variable Contracts Representative Examination. Alfonso is specialized in providing investment advisory services to individuals, corporations and other businesses. Alfonso has a total of $9,188,004,183 in regulatory assets under management. Citizens Securities, Inc. manages approximately $1 billion to $10 billion in assets and has a total of 53,044 clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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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PA
01/07/2021 - Present
Citizens Securities, Inc. (CONSHOHOCKEN PA)
PA
03/21/2015 - 01/07/2021
M&T SECURITIES, INC. (PHILADELPHIA PA)
NJ
01/02/2014 - 07/23/2014
SORRENTO PACIFIC FINANCIAL, LLC (TOMS RIVER NJ)
NJ
03/04/2008 - 12/31/2013
LPL FINANCIAL LLC (FREEHOLD NJ)
NJ
08/10/1998 - 03/04/2008
IFMG SECURITIES, INC. (TOMS RIVER NJ)
NC
05/01/1998 - 05/14/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/01/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
08/03/1992 - 04/02/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/03/1992 - 04/02/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/09/1991 - 08/07/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/09/1991 - 08/07/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 04/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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