Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pia? Claim Your ProfilePia Alfonso is a financial professional with over 12 years of experience in the industry. Pia is currently registered with Allspring Funds Distributor, LLC in San Francisco, CA. Previously, Pia worked at the same firm in Charlotte, NC and with Wells Fargo Funds Distributor, LLC in Boston, MA. Pia holds Series 7, 7TO, 24 and 63 licenses.
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.
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2
CA
06/04/2024 - Present
Allspring Funds Distributor, LLC (SAN FRANCISCO CA)
NC
03/05/2019 - 11/30/2021
ALLSPRING FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
MA
08/17/2011 - 08/16/2017
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
BC
Issued 09/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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