Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Federico? Claim Your ProfileFederico Alonso is a registered representative with Bolton Securities Corp. Federico has been in the securities industry since December 26, 2010. Federico has been with Bolton Securities Corp. since August 23, 2021. Previously, Federico was employed by Wells Fargo Clearing Services, LLC. Federico is registered in Florida and has passed the Series 3, 7, and 66 examinations, as well as the Securities Industry Essentials exam. Federico provides investment advisory services on outside custodian, JP Morgan.
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.
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.
Earned based on transactions or products sold.
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.
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2
FL
08/23/2021 - Present
Bolton Securities Corp. (MIAMI FL)
FL
12/23/2010 - 08/11/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 10/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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