Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Bernard Crake is a financial advisor with Truist Advisory Services, Inc. Alfred has over 35 years of experience in the financial services industry. Alfred holds a Series 7, 9, 10, 31, 63 and 65 licenses. Alfred has been registered with Truist Advisory Services, Inc. since February 2021. Previously, Alfred worked with BB&T Securities, LLC and BB&T Investment Services, Inc. Alfred is licensed in over 30 states across the United States.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/02/2024 - Present
Truist Advisory Services, Inc. (MELBOURNE FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
01/13/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MELBOURNE FL)
FL
09/03/2013 - 01/15/2015
BB&T SECURITIES, LLC (FT LAUDERDALE FL)
FL
03/23/2007 - 09/04/2013
ALLSTATE FINANCIAL SERVICES, LLC (PALM CITY FL)
FL
07/09/1999 - 02/02/2007
MORGAN STANLEY DW INC. (STUART FL)
NY
06/26/1987 - 07/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alfred Crake is the right advisor for you? Invested Better is here to help.
