Peter J Alofsin, CFP

Overview

Peter J Alofsin is an insurance agent, a registered representative and an investment adviser representative based in West Warwick, RI, with 36 years in the industry.

Years in the industry

36

States licensed

6

States registered

15

Carrier appointments

24

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 6 states
• Registered in 15 states

• Producer
• Series 6
• Series 63
• Series 65
• Series 7
• SIE

5 lines of authority, with every state and its dates

Firms

• Osaic Wealth, Inc.Current firm
• Capital Wealth Management, LLCCurrent firm
• Capital Wealth Management LlcCurrent firm

Employment history since 1992

Carriers

24 active carrier appointments

Book and practice

Firm assets under management on file