Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Medina is a Registered Representative with Trajan Wealth, LLC. Alfred has been in the financial services industry since May 2006 and has a wide range of experience in providing financial advice to individuals and families. Alfred has held various positions throughout their career, including roles at Wells Fargo Bank, Wells Fargo Advisors LLC, and Wells Fargo Clearing Services, LLC. Alfred has also successfully passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination and Uniform Combined State Law Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
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AZ
10/29/2024 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
Active
Inactive
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