Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Larosa is a financial advisor with Corient. Alfredo has been in the industry since 1992 and holds several licenses, including Series 3, 4, 7, 24 and 63 licenses. Alfredo is registered in Texas. Corient offers a variety of investment advisory services, including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
08/01/2023 - Present
Corient (MIAMI FL)
TX
05/07/1992 - 06/29/2021
INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/24/2003
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 3 - National Commodity Futures Examination
BC
Issued 05/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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