Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Pardo is a financial advisor registered with Grove Point Investments, LLC in Rockville, MD. Alfonso has been working in the financial services industry since December 17, 2003 and holds Series 4, 7, 24, and 63 licenses. Alfonso has previous experience with Innovation Partners LLC, MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, Datek Online Financial Services LLC, and Datek Online Brokerage Services LLC.
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
MD
05/24/2021 - Present
Grove Point Investments, LLC (Rockville MD)
NC
03/11/2021 - 05/24/2021
INNOVATION PARTNERS LLC (CHARLOTTE NC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
02/10/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
02/10/2004 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NJ
08/09/2005 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
02/10/2004 - 09/06/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
02/10/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
CA
07/01/2005 - 08/05/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NJ
06/30/2001 - 10/02/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
11/02/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 07/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2001
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alfonso Pardo is the right advisor for you? Invested Better is here to help.
