Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Levertis Johnson is a financial advisor with Avantax Investment Services, Inc. He has been in the industry since 2001. Alfonso has a Series 7, Series 63, and Series 65 license. He also holds the Securities Industry Essentials (SIE) exam. Alfonso is registered in Florida. He previously worked at Citigroup Global Markets Inc. in New York, NY.
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.
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.
1
2
FL
04/20/2004 - Present
Avantax Investment Services, Inc. (FT PIERCE FL)
NY
03/23/2001 - 01/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alfonso Johnson is the right advisor for you? Invested Better is here to help.
