Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Efren? Claim Your ProfileEfren Alvaro Infante is a financial advisor with over 20 years of experience. Efren has been a registered representative with FINRA since 1998 and is currently registered in 9 states. Efren has a broad range of experience and has worked with several firms including Hornor, Townsend & Kent, Inc., Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. He is currently affiliated with Osaic Wealth, Inc. and provides a variety of services, including financial planning, portfolio management, and investment advisory services.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (MALVERN PA)
PA
03/02/2009 - 07/24/2014
HORNOR, TOWNSEND & KENT, INC. (MALVERN PA)
PA
07/11/2006 - 02/24/2009
CHARLES SCHWAB & CO., INC. (WAYNE PA)
PA
07/17/2000 - 07/11/2006
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
IL
07/20/1999 - 06/26/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
11/06/1998 - 06/04/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 02/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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