Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonzo? Claim Your ProfileAlfonzo Credit is a financial advisor with over 10 years of experience in the industry. Alfonzo has been registered with the state of Michigan since 2015 and holds multiple industry licenses including Series 6, 7, 63, and 65. Alfonzo is currently affiliated with Cuso Financial Services, LP and previously worked at The Huntington Investment Company and Citizens Securities, Inc. Alfonzo provides a wide range of financial services including financial planning, portfolio management, and educational seminars.
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.
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.
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.
1
2
MI
10/06/2020 - Present
Cuso Financial Services, LP (Ann Arbor MI)
MI
04/11/2018 - 10/06/2020
THE HUNTINGTON INVESTMENT COMPANY (SOUTH LYON MI)
MI
06/05/2015 - 03/16/2018
CITIZENS SECURITIES, INC. (BIRMINGHAM MI)
MI
08/18/2005 - 01/03/2012
CHASE INVESTMENT SERVICES CORP. (LIVONIA MI)
IA
Issued 08/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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