Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Cassinelli is a financial advisor with over 25 years of experience in the industry. Alfred is a registered representative with LPL Financial LLC and has been with the firm since 2003. Alfred's previous experience includes roles at Securities America, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Alfred is registered to provide investment advisory services in Maryland and Texas. Alfred specializes in providing financial advice to individuals, businesses, and charitable organizations. Alfred's practice is focused on helping clients reach their financial goals through comprehensive financial planning, investment management, and retirement planning services.
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.
Consulting and other non-discretionary advisory services
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
MD
06/01/2020 - Present
LPL Financial LLC (STEVENSVILLE MD)
MD
10/18/2013 - 06/01/2020
SECURITIES AMERICA, INC. (STEVENSVILLE MD)
MD
01/10/2003 - 11/07/2013
LPL FINANCIAL LLC (STEVENSVILLE MD)
MN
01/20/1995 - 01/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/20/1995 - 01/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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