Unclaimed
Alfred Joseph Amato is a registered representative and investment advisor representative with Vanguard Advisers, Inc. Alfred has been in the financial services industry since 2021 and holds the Series 66, Series 7TO, and SIE licenses. Alfred is currently registered in New Jersey, Pennsylvania and Texas. Alfred is a resident of Malvern, PA and is currently employed at the Malvern, PA branch of Vanguard Advisers, Inc. Alfred also operates a non-investment related eBay sales business in Philadelphia, PA.
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.
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.
1
2
PA
09/14/2021 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 01/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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