Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Sansores is a financial advisor registered with Fidelity Personal And Workplace Advisors. Alfred has been in the financial industry since 2017. Alfred is licensed to provide investment advice in all 50 states and the District of Columbia. Alfred specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Alfred is a registered representative of Fidelity Personal And Workplace Advisors and a registered investment advisor representative of Fidelity Investments.
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
TX
08/09/2021 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
08/04/2017 - 06/18/2021
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 06/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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