Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Peter Mataloni is an investment advisor representative at Fidelity Personal And Workplace Advisors in URBANDALE, IA. Alfred has been in the industry since April 1992 and holds the following licenses: Series 6, Series 7, Series 63, Series 65 and SIE. He has previously worked at Kestra Investment Services, LLC and Woodbury Financial Services, Inc. Alfred specializes in providing financial planning, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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2
IA
04/17/2020 - Present
Fidelity Personal AND Workplace Advisors (URBANDALE IA)
IA
01/18/2007 - 01/28/2020
KESTRA INVESTMENT SERVICES, LLC (WEST DES MOINES IA)
IA
05/17/2001 - 01/17/2007
WOODBURY FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
02/18/1992 - 05/23/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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