Unclaimed
Alfonso Saverino is an investment advisor representative with Q Capital Solutions and has been in the industry for over 12 years. Alfonso has a background in accounting and finance and has extensive experience in financial planning, portfolio management, and insurance products. Alfonso is committed to providing personalized financial advice and services to help clients reach their financial goals. Alfonso is registered with the state of New Jersey as an Investment Advisor Representative and has earned Series 63, 65, 7 and SIE securities licenses.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/04/2023 - Present
Q Capital Solutions (NAPLES FL)
NJ
07/21/2020 - 12/23/2020
CETERA ADVISORS LLC (RED BANK NJ)
MN
05/25/2017 - 03/12/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NJ
08/25/2015 - 09/29/2016
HD VEST INVESTMENT SERVICES (Manasquan NJ)
NJ
10/02/2012 - 07/29/2013
LPL FINANCIAL LLC (FLEMINGTON NJ)
NJ
03/20/2012 - 10/01/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SHREWSBURY NJ)
ME
12/18/2010 - 05/13/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NJ
08/19/2010 - 09/21/2010
HENNION & WALSH, INC. (PARSIPPANY NJ)
IA
Issued 04/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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