Alphonsus Panzera
Alphonsus Panzera is a registered investment advisor at Corporate & Institutional Services, LLC, based in Bedford, TX, with 53 years of industry experience. Alphonsus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Bedford, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alphonsus is a registered representative with Polar Investment Counsel Inc (PICI), spending most of his time on securities business. He also operates as an independent TX registered RIA through Corporate & Institutional Services LLC, dedicating about 10-20% of his time to this advisory business.
Employment History
Current Registrations
Corporate & Institutional Services, LLC
Polar Investment Counsel, INC.Broker
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
Sanders Morris Harris INC.Broker
Sanders Morris Harris INC.
First Southwest Asset Management INC
First Southwest CompanyBroker
Bear, Stearns & CO. INC.Broker
Bache Halsey Stuart Shields IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
State Registrations2 states
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