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Marcia Lynn Alonzo

American Portfolios Financial Services, Inc.

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About Marcia Lynn Alonzo

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.

Firm Information

Marcia Alonzo is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

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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Marcia Alonzo’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcia Lynn Alonzo.
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