Unclaimed
Marcia Lynn Alonzo is a registered representative with American Portfolios Financial Services, Inc. Marcia has been in the securities industry since July 18, 1996. Marcia has a Series 7, Series 63 and SIE. Marcia is currently registered with the state of Illinois. Marcia has previously been registered with Securities America, Inc. and Tower Equities, Inc. Marcia's previous experience also included working with Questar Capital Corporation.
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.
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.
1
2
IL
09/19/2007 - Present
American Portfolios Financial Services, Inc. (ROCKFORD IL)
IL
04/12/2002 - 09/25/2007
QUESTAR CAPITAL CORPORATION (ROCKFORD IL)
OH
11/24/1997 - 04/12/2002
TOWER EQUITIES, INC. (DAYTON OH)
NE
07/19/1996 - 01/26/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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