Unclaimed
Alfred Keyser is a financial advisor at LPL Financial LLC. Alfred has been a registered representative for over 30 years and has a broad range of experience in the financial services industry. Alfred has a deep understanding of investment strategies and is committed to providing personalized advice to help clients reach their financial goals. Alfred has worked for several prominent financial institutions including Charles Schwab & Co., Inc., Northwest Financial Group, Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, and Morgan Stanley DW Inc. Alfred is a Series 7, 9, 10, 31, 63, and 65 licensed professional. He is dedicated to providing his clients with the highest level of service and expertise.
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
VA
03/12/2019 - Present
LPL Financial LLC (VIENNA VA)
VA
08/17/2017 - 03/05/2019
CHARLES SCHWAB & CO., INC. (Leesburg VA)
VA
10/08/2009 - 08/09/2017
LPL FINANCIAL LLC (VIENNA VA)
VA
03/06/2012 - 06/27/2012
NORTHWEST FINANCIAL GROUP (HERNDON VA)
VA
08/29/2008 - 10/02/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIENNA VA)
VA
12/20/2002 - 09/02/2008
WACHOVIA SECURITIES, LLC (ALEXANDRIA VA)
NY
06/22/1992 - 12/20/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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