Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Joseph Amato is a financial advisor with LPL Financial LLC. Alfred has been in the financial industry since 2001 and is registered with FINRA and the states of Arizona, California, Colorado, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Texas. Alfred has a Series 66, 24 and 7 license. Alfred also holds a Certified Financial Planner designation. Alfred Joseph Amato is based in Albany, NY and is a Registered Representative. Alfred Joseph Amato has a history of providing financial advice at A.J. Amato Wealth Management and LPL Financial, LLC.
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.
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2
NY
06/13/2008 - Present
LPL Financial LLC (ALBANY NY)
BOTH
Issued 02/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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