Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Michael Alfonso is a financial advisor with over 30 years of experience in the industry. Gary has been registered with Ameriprise Financial Services, LLC since September 2005. Prior to that, Gary was registered with IDS Life Insurance Company and Miller-Jarreau Securities, Inc.. Gary has a Series 6, 7, 22, 63, and 65 license and is also a Certified Financial Planner. Gary specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Gary is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed financial decisions.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
LA
10/06/2006 - Present
Ameriprise Financial Services, LLC (METAIRIE LA)
MN
08/13/1986 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/16/1986 - 10/22/1986
MILLER-JARREAU SECURITIES, INC.
IA
Issued 12/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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