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Jose Miguel Alfonso

Boreal Capital Securities LLC

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About Jose Miguel Alfonso

Jose Miguel Alfonso is a financial professional registered with Boreal Capital Securities LLC. Jose's professional experience includes working in the securities industry. Jose has passed the Series 7TO, Series 99TO, Series 27, and SIE exams. Jose holds a current registration in Florida and is actively seeking to serve clients.

Firm Information

Jose Alfonso is currently registered with Boreal Capital Securities LLC. Boreal Capital Securities LLC is a Limited Liability Company that was formed in June 2011. The firm is registered with the SEC and has offices in Arizona, California, Colorado, Delaware, Florida, Illinois, Kansas, Maine, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Wisconsin.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jose Alfonso’s Registration & Firm History

FL

11/27/2023 - Present

Boreal Capital Securities LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 07/11/2024

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/08/2024

Series 99TO - Operations Professional Examination

BC

Issued 11/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Miguel Alfonso.
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