Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alonzo is a financial advisor with LPL Financial LLC in Munster, Indiana. David has been in the financial services industry since 2002. David has a strong background in helping individuals and families reach their financial goals. David also has experience working with businesses and has a deep understanding of the needs of small business owners. David's areas of specialization include: retirement planning, college savings, investment management, and estate planning. David is committed to providing his clients with personalized financial advice and is dedicated to helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
03/24/2021 - Present
LPL Financial LLC (MUNSTER IN)
IN
02/06/2006 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MUNSTER IN)
NY
09/04/2002 - 02/10/2006
IFMG SECURITIES, INC. (PURCHASE NY)
SC
06/24/2002 - 09/16/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
08/20/2001 - 10/23/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/2001 - 10/23/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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