Unclaimed
Alfred Bandeira Veloso is an Investment Advisor Representative at Buckman Advisory Group LLC. Alfred has over 40 years of experience in the financial industry, specializing in providing financial advice to individuals and businesses. Alfred has a strong background in portfolio management, investment planning, and financial planning, and is committed to helping clients reach their financial goals. Alfred is registered to provide investment advice in New Jersey.
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.
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.
1
2
NJ
04/26/2005 - Present
Buckman Advisory Group LLC (LITTLE SILVER NJ)
MA
05/19/1989 - 07/10/1998
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
04/12/1984 - 05/11/1989
D. H. BLAIR & CO., INC.
NA
12/17/1981 - 04/02/1984
TUCKER, ANTHONY & R. L. DAY, INC.
NA
08/19/1980 - 12/26/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/31/1980 - 07/16/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
01/02/1980 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
11/17/1972 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
08/20/1972 - 11/17/1972
EASTMAN DILLON, UNION SECURITIES & CO., INCORPORATED
NA
09/11/1970 - 08/20/1972
HAYDEN STONE INC.
IA
Issued 10/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1980
PC - AMEX Put and Call Exam
BC
Issued 11/20/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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