Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Luis Boneta is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alfonso Luis Boneta has been in the securities industry since December 29, 2004. Alfonso Luis Boneta is also registered as an investment advisor representative in Florida. Alfonso Luis Boneta has worked for several firms throughout their career, including UBS Financial Services Incorporated of Puerto Rico, UBS Financial Services Inc., and Sydney Prevor and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/25/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
PR
02/03/2005 - 08/09/2019
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
PR
02/03/2005 - 07/26/2019
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
FL
08/31/2004 - 10/04/2004
SYDNEY PREVOR AND CO. INC. (AVENTURA FL)
IA
Issued 02/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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