Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Cutler Barnes McNevin is a financial advisor with over 40 years of experience in the industry. Alfred is registered with B. Riley Wealth Advisors, Inc., a firm with approximately 7.6 billion dollars in assets under management. Alfred has been with B. Riley Wealth Advisors, Inc. since March 2021 and is also a registered agent with B. Riley Wealth Insurance Corporation. Alfred has a broad range of experience, holding securities licenses including Series 7, Series 63, and Series 65. Alfred is a registered representative in over 20 states. In addition to working for B. Riley Wealth Advisors, Inc., Alfred is also licensed as an agent with B. Riley Wealth Insurance Corporation. Alfred's experience and expertise allow to provide a wide array of financial services to a diverse clientele, including high-net-worth individuals, families, trusts, estates, retirement plans, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/13/2021 - Present
B. Riley Wealth Advisors, Inc. (BOSTON MA)
MA
03/21/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
11/12/2001 - 03/24/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MD
02/14/1997 - 11/14/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/22/1990 - 02/28/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
02/15/1988 - 02/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/25/1980 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
11/21/1978 - 07/25/1980
IDS LIFE INSURANCE COMPANY
NA
11/21/1978 - 07/25/1980
IDS MARKETING CORPORATION
NA
11/21/1978 - 07/25/1980
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 05/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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