Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Gilbert is a financial professional with over 30 years of experience in the industry. He is currently registered as a Registered Representative with Commonwealth Financial Network and Financial Strategies Retirement Partners. Alfred has a diverse background in financial services, having worked with a number of firms, including BirchTree Financial Services, Inc., ADP Broker-Dealer, Inc., State Street Research Investment Services, Inc., and PML Securities Company. He holds Series 6, 7, 26, 63, and 65 licenses and is a licensed investment advisor in multiple states. Alfred is dedicated to providing financial planning and consulting services to individuals and businesses, and he is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
07/30/2007 - Present
Commonwealth Financial Network (BEDFORD NH)
NH
05/31/2006 - 12/11/2006
BIRCHTREE FINANCIAL SERVICES, INC. (HOLLIS NH)
NJ
09/20/1995 - 05/08/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MA
07/27/1992 - 10/28/1993
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
DE
03/30/1992 - 09/10/1992
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 07/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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