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Serena Alfonso

Empower Financial Services, Inc.

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About Serena Alfonso

Serena Alfonso is a financial professional with over 15 years of experience in the financial services industry. Serena is currently registered with Empower Financial Services, Inc. and holds the Series 6, Series 26, and SIE licenses. Serena has previously worked with OppenheimerFunds Distributor, Inc.

Firm Information

Serena Alfonso is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

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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Serena Alfonso’s Registration & Firm History

CO

11/26/2019 - Present

Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)

CO

05/03/2007 - 05/24/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

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Licenses & Designations

BC

Issued 05/07/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Serena Alfonso.
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