Unclaimed
Alfred Cordell is a financial advisor with over 35 years of experience in the industry. Currently, Alfred is associated with Janney Montgomery Scott LLC in Florence, South Carolina. Alfred is a registered representative and investment advisor. Alfred holds the Series 3, 7, and 63 securities licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
02/14/2024 - Present
Janney Montgomery Scott LLC (Florence SC)
NC
02/17/2021 - 08/12/2021
TRUIST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
04/12/2002 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WINSTON-SALEM NC)
MO
10/01/1999 - 04/19/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/14/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
11/21/1988 - 08/29/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/22/1987 - 11/25/1988
THE ROBINSON-HUMPHREY COMPANY INC.
IA
Issued 10/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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