Alexander
Alfonso
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Alexander Alfonso is a financial advisor who works in Miami, Florida with 1 year of industry experience. Alfonso works at Mutual Of Omaha Investor Services, Inc. During their career, Alfonso has held roles at Principal Life Insurance, Princor Financial Services, Hsbc Bank Usa, N.A, Hsbc Securities (Usa) Inc, Valic Financial Advisors, Inc, Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Pruco Securities, LLC, Unemployed, Took Time Off To Register For Miami Dade College, Colonial Life, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Axa Advisors, LLC and International Finance Bank. Alfonso maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Mutual Of Omaha Investor Services, Inc is a company operating out of Omaha, NE. It has offices in 114 locations and a total of 320 financial advisors. It controls $14 million in assets across its 92 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 92 client accounts, 16% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually vary depending on which service is offered. Fees charged by Mutual Of Omaha Investor Services, Inc likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alexander Alfonso Work History
Alexander has been registered as a financial advisor for 1 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Pruco Securities, LLC
Colonial Life
Axa Advisors, LLC
Unemployed, Took Time Off To Register For Miami Dade College
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
International Finance Bank
Valic Financial Advisors, Inc
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
Principal Life Insurance
Princor Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Alfonso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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