Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Frey is a financial professional with over 25 years of experience. He is a Certified Financial Planner™ and a Personal Financial Specialist. He is currently registered as an Investment Advisor Representative (IAR) with Maslow Wealth Advisors. Alfred has a background in accounting and has been providing tax compliance services for clients since 2002. Alfred has a strong commitment to providing personalized financial advice and is dedicated 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.
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.
Consulting
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.
% of assets under other management
1
2
TX
03/22/2024 - Present
Maslow Wealth Advisors (AUSTIN TX)
TX
06/09/1997 - 08/19/1997
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BC
Issued 06/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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