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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred James Morrison is an investment advisor representative for Asset Strategy Consultants LLC in HUNT VALLEY, MD. Alfred is also a registered investment advisor with the state of Maryland. Alfred has been in the industry since 1980, most recently at Asset Strategy Consultants LLC since 1991. Prior to that, Alfred worked at CRESTVIEW SECURITIES, INC. and MORGENTHAU & ASSOCIATES, INC. Alfred has a Series 65 and a Series 22 license. Alfred specializes in providing financial advice to individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, state or municipal government entities, and insurance companies.
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.
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.
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.
One-time projects, with negotiated fee
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MD
01/01/2025 - Present
Asset Strategy Consultants LLC (HUNT VALLEY MD)
CT
05/18/1988 - 12/16/1996
CRESTVIEW SECURITIES, INC. (WESTPORT CT)
FL
04/11/1985 - 05/28/1988
MORGENTHAU & ASSOCIATES, INC. (FT. LAUDERDALE FL)
IA
Issued 07/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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