Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alonzo? Claim Your ProfileAlonzo Julio Portwine is an investment advisor representative registered with First Command Advisory Services in Marietta, Georgia. Alonzo has been in the securities industry since October 8, 2010. Alonzo has passed the Series 66, SIE, and Series 7 exams. Alonzo is registered with the state of Georgia as an Investment Advisor Representative. Alonzo is also registered in Alabama, Georgia, North Carolina, and South Carolina as a broker. Alonzo has experience with First Command Financial Services, Inc., First Command Financial Planning, Inc., and Waddell & Reed, Inc.
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.
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
GA
12/15/2015 - Present
First Command Advisory Services (Marietta GA)
GA
08/13/2010 - 03/15/2011
WADDELL & REED, INC. (ATLANTA GA)
BOTH
Issued 01/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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