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 Schofield is an investment advisor representative with Ameriprise Financial Services, LLC. Alfred is a registered investment advisor in Connecticut, Texas and 29 other states. Alfred has been in the financial services industry since 1993. Alfred has worked for several firms including JHS Capital Advisors, LLC, RBC Capital Markets, LLC, BancNorth Investment Group, Inc., CCBT Brokerage Direct, Inc., Salomon Smith Barney Inc., and PaineWebber Incorporated. Alfred provides financial planning and portfolio management services to individuals, businesses and trusts.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MA
08/17/2015 - Present
Ameriprise Financial Services, LLC (Osterville MA)
MA
10/27/2011 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (OSTERVILLE MA)
MA
10/07/2009 - 10/27/2011
RBC CAPITAL MARKETS, LLC (OSTERVILLE MA)
MA
06/15/2004 - 10/07/2009
BANCNORTH INVESTMENT GROUP, INC. (OSTERVILLE MA)
MA
03/06/2003 - 07/12/2004
CCBT BROKERAGE DIRECT, INC. (HYANNIS MA)
NY
05/07/2001 - 03/13/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
01/29/1993 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 12/19/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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