Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emiliano? Claim Your ProfileEmiliano Alonso is a financial advisor with Osaic Wealth, Inc. based in LAKE OSWEGO, OR. Emiliano has been working in the financial services industry since 1998. Emiliano has a wide range of experience in the financial services industry and holds several licenses and certifications. Emiliano provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses. Emiliano is also registered in several states including Arizona, California, Idaho, Illinois, Iowa, Louisiana, Nevada, North Carolina, Oregon, Texas, Utah, and Washington.
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.
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2
OR
09/01/2023 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
09/01/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKE OSWEGO OR)
OR
02/14/2018 - 09/11/2020
LPL FINANCIAL LLC (LAKE OSWEGO OR)
OR
08/10/2016 - 02/14/2018
SII INVESTMENTS, INC. (LAKE OSWEGO OR)
OR
06/09/2011 - 08/22/2016
SAGEPOINT FINANCIAL, INC. (PORTLAND OR)
OR
09/02/2008 - 05/31/2011
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
TX
07/29/2005 - 09/04/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (FT. WORTH TX)
MO
05/10/2002 - 08/01/2005
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
01/02/2002 - 05/13/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
10/07/1998 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
06/12/1998 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BOTH
Issued 06/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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