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Alonso Jose Rodriguez Segarra

Alonso J. Rodriguez Segarra

ADVISE FINANCIAL
Plantation, FL
Some features on this profile are disabled
CRD#: 6594218
Alonso Jose Rodriguez Segarra

Professional summary

Alonso Jose Rodriguez Segarra, CFP®, who also goes by Alonso Jose Rodriguez, Alonso Rodriguez Segarra, is a registered financial advisor currently at ADVISE FINANCIAL located in Plantation, Florida.

Alonso is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Alonso has worked at 1 firm and has passed the Series 65 exam.

Core Areas of Focus

AUM
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issues
College/Education Planning
Corporate Executives

Biography

Choosing a financial advisor can be incredibly complex; 45% of middle-aged Americans would instead visit the dentist than make an appointment with a financial adviser (source FMG). Therefore, at Advise Financial®, we want to support you so that you make the decision that is best for you. We are a firm that provides advice and personalized financial planning for those who dare to build a better future and are convinced that a better tomorrow is possible.

Question & Answer

What are your service offerings?
Investment Planning
Estate Planning
Small Business Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Alonso Jose Rodriguez | Alonso Rodriguez Segarra

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alonso Jose Rodriguez Segarra's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

October 11, 2016 - Present

ADVISE FINANCIAL

RIA
CRD#: 282087
Plantation, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/9/2024)
IAR
Florida
(10/11/2016)
IAR
Texas
(2/7/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2015
Uniform Investment Adviser Law Examination

Current Firm

AF
ADVISE FINANCIAL
ADVISE FINANCIAL | ADVISE FINANCIAL LLC

CRD#: 282087 / SEC#: 801-107072

RIA
Registered Investment Advisory firm - (4/27/2021 Terminated)
California
Registered Investment Advisory firm - (5/9/2024 Approved)
Florida
Registered Investment Advisory firm - (3/16/2021 Approved)
Texas
Registered Investment Advisory firm - (2/7/2023 Approved)
PREMIUM
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Contact information

Main Address
Boca Raton, FL
Mailing Address
Phone number
(561) 454-8284
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts276
AUM (Assets Under Management)$ 32,536,603

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ADVISE FINANCIAL

CRD#: 282087Plantation, FL

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Contact information

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