Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Ponder is a financial advisor at Avantax Advisory Services. Alfred has been in the financial industry since 1995. Alfred is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as an investment advisor representative. Alfred offers financial planning, portfolio management, and insurance services. Alfred is also a registered representative of Avantax Insurance Agency, LLC and offers insurance solutions and annuity products. Alfred holds the Series 7, Series 63, and Series 65 licenses. Alfred is located in Atlanta, Georgia.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
05/05/2016 - Present
Avantax Advisory Services (Atlanta GA)
GA
08/18/2010 - 02/19/2016
SUNTRUST INVESTMENT SERVICES, INC. (DECATUR GA)
GA
11/09/2004 - 08/17/2010
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
MA
10/20/2004 - 11/09/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/11/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CT
03/23/2000 - 07/31/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
OH
02/18/1999 - 03/13/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MO
10/01/1998 - 03/16/1999
EISNER SECURITIES, INC. (ST. LOUIS MO)
MN
05/18/1998 - 02/12/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MI
09/19/1995 - 03/27/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
04/21/1995 - 09/05/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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