Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Lindsten is an investment advisor representative at Kestra Advisory Services, LLC. Alfred has been in the financial industry since 2006 and is registered with both FINRA and the state of Indiana. Alfred has held previous positions at Shelton Financial Group, Comprehensive Asset Management & Servicing, and USA Financial Securities Corporation. Alfred has Series 7, Series 66 and SIE licenses and is a Certified Financial Planner.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
11/27/2023 - Present
Kestra Advisory Services, LLC (Bluffton IN)
IN
01/17/2018 - 11/27/2023
USA FINANCIAL SECURITIES CORPORATION (Ossian IN)
IN
07/16/2009 - 01/26/2018
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (FORT WAYNE IN)
IN
03/12/2007 - 07/20/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (FORT WAYNE IN)
IN
08/31/2006 - 03/05/2007
CFD INVESTMENTS, INC. (FORT WAYNE IN)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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