Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Montanino is a securities professional with over three years of experience in the industry. Alfred is currently registered with Needham & Company, LLC in New York. Previously, Alfred was registered with MIZUHO SECURITIES USA LLC. Alfred holds the Series 7TO, Series 57TO, and Series 63 licenses. Alfred is registered in 24 states.
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.
Securities research
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.
Pursuant to csa agreements
1
2
NY
08/29/2024 - Present
Needham & Company, LLC (NEW YORK NY)
NY
12/07/2020 - 08/26/2024
MIZUHO SECURITIES USA LLC (NEW YORK NY)
BC
Issued 12/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2021
Series 57TO - Securities Trader Exam
BC
Issued 12/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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