Marfina Peralta AlfonsoCRD Number: 6979935
Current Firm: Primerica Advisors
Marfina Peralta Alfonso (CRD# 6979935) is an Investment Advisor Representative working at Primerica Advisors in Gurnee, IL and has over 3 years of experience in the finance industry.
Cetera Investment Advisers LLC
Raymond James Financial Services Advisors, Inc.
Mesirow Financial Investment Management, Inc.
|Pfs Investments Inc.||Gurnee, IL||Feb 2019 - Current||3|
|Primerica Financial Services||Gurnee, IL||May 2018 - Current||4|
|Spectrum Home Health Care||Chicago, IL||May 2018 - Jun 2020||2|
|Soul Care Services||Des Plaines, IL||May 2019 - Jan 2020||< 1|
|New Visions Home Health||Chicago, IL||Jan 2011 - Feb 2019||8|
|Advocate At Home||Lake Zurich, IL||Jul 2018 - Jan 2019||< 1|
|Care Solutions Home Health||Crystal Lake, IL||Apr 2018 - Jan 2019||< 1|
|Pfsi Investments Inc.||Chicago, IL||Aug 2018 - Dec 2018||< 1|
|Nurses And Caregiver, Inc.||St. Charles, IL||Feb 2016 - Aug 2016||< 1|
|Global Home Healthcare||Chicago, IL||Jan 2015 - Feb 2016||1|
|Hcn Home Healthcare||Chicago, IL||Dec 2010 - Dec 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management7,114MILLIONS
Total Number of Accounts49,061ACCOUNTS
Average Account Value$145,001
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.