Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Zimmerman is a financial advisor with LPL Financial LLC. Alfred has been in the financial industry since 1991 and has a long history of experience in the industry. Alfred holds the Series 7, Series 22, Series 24, and Series 51 licenses. Alfred is registered to provide investment advisory services in multiple states including Texas, California, Florida, and Georgia. Alfred specializes in providing financial planning, portfolio management, and other investment services.
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
TX
08/31/2005 - Present
LPL Financial LLC (HURST TX)
MN
07/24/1991 - 08/02/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/24/1991 - 08/02/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/07/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
07/08/1991 - 08/01/1991
IDEAL SECURITIES, INC.
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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