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 Opas is a financial advisor with LPL Financial LLC, a firm that manages over $463 billion in client assets. Alfred has over 50 years of experience in the industry and holds Series 7TO, SIE and Series 1 licenses. Alfred is registered to provide financial advice in Georgia, Illinois, Indiana, Michigan, North Carolina and Ohio. Prior to joining LPL, Alfred worked at WS Griffith Securities, Inc. and Phoenix Equity Planning Corporation. Alfred has been with LPL Financial LLC since May 2004. Alfred is currently located in SAINT JOSEPH, MI.
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
MI
05/19/2004 - Present
LPL Financial LLC (SAINT JOSEPH MI)
CT
06/07/1993 - 05/24/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
01/22/1970 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 03/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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