Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Alfonso is a registered investment advisor representative with Bolton Securities Corp. Gustavo has been in the securities industry since 1995. Gustavo provides investment advisory services through Bolton Global Asset Management, doing business as GEA Capital or Brightstone Capital. Gustavo is also the owner and president of GEA Administration Inc., which owns GEA Capital, LLC, and the owner and Managing Director of Brightstone Capital, LLC. Gustavo also refers offshore captive insurance companies to Integrity Insurance Underwriting and Management Services, SCC for risk management, insurance and/or reinsurance services. Gustavo has been registered with the Securities and Exchange Commission (SEC) since 2013.
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.
1
2
MA
10/09/2013 - Present
Bolton Securities Corp. (BOLTON MA)
FL
09/18/2013 - 05/12/2017
BOLTON SECURITIES CORPORATION (MIAMI FL)
FL
03/27/2009 - 10/02/2013
RBC CAPITAL MARKETS, LLC (MIAMI FL)
FL
10/28/2004 - 04/15/2009
UBS INTERNATIONAL INC. (CORAL GABLES FL)
MO
07/01/2003 - 11/11/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/06/1996 - 02/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/09/1995 - 05/09/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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