Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Fuentes is a financial advisor with Edward Jones, based in Boerne, TX. Alfred has been in the financial services industry since 1991 and has a broad range of experience, including working with Investment Professionals, Inc. and Advisors Asset Management, Inc. Alfred is licensed to provide investment advice and securities trading services in multiple states. He specializes in financial planning, portfolio management, and pension consulting. Alfred is committed 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.
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.
See schedule d - miscellaneous
1
2
TX
10/16/2015 - Present
Edward Jones (BOERNE TX)
TX
06/07/2012 - 08/20/2015
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
09/02/2008 - 07/13/2011
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
AZ
06/22/2006 - 08/21/2008
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/22/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
03/18/1991 - 06/22/2006
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
IA
Issued 07/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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