Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Robertson is a financial advisor with Park Avenue Securities LLC, with over 25 years of experience in the financial services industry. Alfred Robertson is registered with the state of Georgia and North Carolina. Alfred Robertson has experience in providing financial planning, educational seminars, and selection of other advisors to clients. Alfred Robertson also provides portfolio management services for individuals. Alfred Robertson is a chartered financial consultant and is committed to providing the highest level of service to clients.
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.
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.
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GA
06/20/2006 - Present
Park Avenue Securities LLC (ATLANTA GA)
NY
08/07/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/15/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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