Jorge Alifonso-Castro
Jorge Alifonso-Castro is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in San Juan, PR, with 15 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Plaza 273 Suite 1400, Ponce De Leon Avenue, San Juan, PR, 00917
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jorge is an insurance agent selling life, fixed annuities, disability, and property & casualty insurance since 2021, dedicating minimal time to this. He also owns MFM LLC for pass-through compensation and is involved in business development for Raposo and Associates LLC, a tax services and business consulting firm.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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