Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Francis Marsicano is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Alfred has been in the financial services industry since 1982. He is licensed in Florida and Texas and has a strong track record of providing investment advice to individuals, families, and businesses. Alfred has experience in various financial planning services, including portfolio management, retirement planning, and estate planning. He is dedicated to helping 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (Lauderdale By Sea FL)
FL
07/22/2022 - 01/25/2023
B. RILEY WEALTH MANAGEMENT (Lauderdale by the Sea FL)
FL
03/20/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (LAUDERDALE BY THE SEA FL)
FL
06/29/2018 - 04/13/2021
WINSLOW, EVANS & CROCKER, INC. (LAUDERDALE FL)
NY
03/02/1988 - 10/18/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NA
07/06/1982 - 03/17/1988
OPPENHEIMER & CO., INC.
NA
09/23/1980 - 07/12/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alfred Marsicano is the right advisor for you? Invested Better is here to help.
