Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Holman is a financial advisor in Albany, Oregon. Alfred has been a financial advisor since 1991 and has held positions at various firms including Mutual Service Corporation, Titan/Value Equities Group, Inc., North American Management, Inc., and Paulson Investment Company, Inc. Currently, Alfred Holman is an active advisor registered with LPL Financial LLC. Alfred holds the Series 7, Series 24, and SIE exams.
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
OR
09/08/2009 - Present
LPL Financial LLC (ALBANY OR)
OR
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (ALBANY OR)
CA
12/09/1991 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
SD
12/11/1991 - 12/21/1992
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
OR
06/19/1991 - 08/29/1991
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
BC
Issued 06/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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