Alexander
Alfonso
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Alexander Alfonso is a financial advisor based in Miami, Florida, working with Mutual Of Omaha Investor Services, Inc. Alexander has previously held positions at 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, Colonial Life, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, AXA Advisors, LLC, and International Finance Bank. Alexander has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Alexander is part of Mutual Of Omaha Investor Services, Inc, which operates out of Miami, Florida. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$15,498,267
285
74
$209,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alexander Alfonso Work History
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
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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La Crosse, WI
Omaha, NE
Miami, FL
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