Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Paragas Tadeo is a financial advisor with over 20 years of experience in the financial services industry. Alfonso is currently an Investment Advisor Representative at Texas Capital Bank Private Wealth Advisors in Dallas, Texas. Alfonso is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Alfonso has extensive experience in a variety of investment areas, including portfolio management, financial planning, and investment company products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
TX
02/28/2023 - Present
Texas Capital Bank Private Wealth Advisors (DALLAS TX)
TX
09/08/2021 - 02/28/2023
LEVEL FOUR FINANCIAL, LLC (Dallas TX)
TX
02/03/2021 - 08/24/2021
PURSHE KAPLAN STERLING INVESTMENTS (Frisco TX)
TX
02/13/2019 - 02/16/2021
COBRA TRADING, INC. (CARROLLTON TX)
TX
03/28/2018 - 02/08/2019
HD VEST INVESTMENT SERVICES (Irving TX)
TX
05/25/2010 - 05/09/2017
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
TX
12/15/2008 - 05/24/2010
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
IL
12/01/2003 - 04/30/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
06/18/2003 - 07/23/2003
BRUNDYN SECURITIES INC. (ARLINGTON TX)
TX
04/03/2001 - 01/13/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
CA
09/06/2000 - 03/22/2001
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
CA
02/16/1999 - 08/10/2000
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
NC
02/15/1998 - 01/06/1999
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
CA
09/05/1997 - 01/05/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
04/26/1996 - 08/29/1997
GRIFFIN FINANCIAL SERVICES
CA
12/07/1994 - 11/09/1995
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
NA
06/24/1994 - 11/01/1994
COASTLINE FINANCIAL, INC.
BOTH
Issued 03/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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