Jorge Alifonso-Castro, financial advisor Hato Rey PR

Jorge Alifonso-Castro

CRD Number: 5849786
Current Firm: Mml Investors Services, LLC

Jorge Alifonso-Castro (CRD# 5849786) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hato Rey, PR and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services LLC Hato Rey, PR Oct 2023 - Current < 1
Massmutual Life Insurance Co Hato Rey, PR Oct 2023 - Current < 1
Equitable Advisors, LLC New York, NY Sep 2010 - Oct 2023 13
Axa Advisors, LLC New York, NY Sep 2010 - Jun 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Jorge F. Alifonso-Castro
Phone Number: (413)737-8400
Registered State(s):
  • PR
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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