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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hensey? Claim Your ProfileHensey Alfonso Fenton is an investment advisor representative with Cetera Investment Advisers LLC, based in CHARLOTTE, NC. Alfonso has been in the financial services industry for over 28 years, having passed his Series 7 and Series 63 examinations in 1992 and his Series 65 examination in 2003. Alfonso has a background working with various firms, including Capital Brokerage Corporation, Vining-Sparks IBG, Limited Partnership, Interstate/Johnson Lane Corporation, FSI Financial Corporation and Thomas James Associates, Inc. Alfonso specializes in working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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
NC
04/15/2003 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
VA
05/19/1998 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
TN
02/22/1996 - 02/24/1997
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
NC
11/28/1994 - 01/31/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
01/11/1994 - 09/27/1994
FSI FINANCIAL CORPORATION
NY
11/11/1992 - 05/07/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 02/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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