Unclaimed
Alfred Natale is a financial advisor with over 27 years of experience in the industry. Alfred is currently registered with Citigroup Global Markets Inc. in New Jersey and New York and previously worked for HSBC Securities (USA) Inc. and other firms. Alfred has experience working with individuals, high-net-worth individuals, corporations and businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Alfred offers financial planning, asset allocation advice, security ratings, publication of periodicals, selection of other advisers, and portfolio management for individuals and businesses. Alfred is also a registered investment adviser representative.
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.
Asset allocation advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
10/02/2017 - 08/13/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
01/27/2017 - 04/24/2017
CETERA INVESTMENT SERVICES LLC (BLOOMFIELD NJ)
NJ
05/12/2016 - 01/20/2017
M&T SECURITIES, INC. (FLORHAM PARK NJ)
NJ
09/24/2015 - 05/04/2016
SANTANDER SECURITIES LLC (MILLBURN NJ)
NY
10/20/2014 - 05/11/2015
IDB CAPITAL CORP. (NEW YORK NY)
NJ
02/07/2014 - 10/07/2014
WELLS FARGO ADVISORS, LLC (CRANFORD NJ)
NJ
12/19/2011 - 01/22/2014
PNC INVESTMENTS (CEDAR GROVE NJ)
NJ
03/28/2006 - 11/07/2011
HSBC SECURITIES (USA) INC. (SUMMIT NJ)
NJ
09/07/2004 - 03/16/2006
CHASE INVESTMENT SERVICES CORP. (SUMMIT NJ)
NY
07/24/2002 - 09/16/2004
AXA ADVISORS, LLC (NEW YORK NY)
MO
10/01/2000 - 06/07/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/16/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/08/1994 - 06/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
05/19/1993 - 04/25/1994
RYAN, BECK & CO. (FLORHAM PARK NJ)
BC
Issued 11/12/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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