Joseph Alfonso, CFP,ChFC
Aegis Financial Advisory
Financial Planner in Lake Oswego, OR
Address:5001 Denton Dr
Lake Oswego, OR 97035
About Joseph Alfonso
Joseph Alfonso is a financial professional at Aegis Financial Advisory located in Lake Oswego, Oregon. Joseph Alfonso holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Joseph Alfonso provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Joseph Alfonso5001 Denton Dr
Lake Oswego, OR 97035
Phone Number:
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Website:
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