Alexander Alfonso is a financial advisor with Mutual of Omaha Investor Services, Inc. in Coral Gables, FL, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. His career includes roles at Pruco Securities, LLC, Colonial Life, Axa Advisors, and International Finance Bank. Alfonso is also licensed as an insurance agent, offering various insurance lines including life, health, annuity, and Medicare supplements.
Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing as custodian, delivering managed solutions and incorporating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.