Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Slatten Bryant is an Investment Advisor Representative who has been working in the financial industry since 1997. Alfred has a strong background in portfolio management and financial planning. Alfred is currently registered with Corient and is also registered in Illinois and Texas. Alfred holds a Series 63, Series 7, and SIE licenses. Alfred is also a Chartered Financial Analyst. Alfred specializes in providing financial advice to high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
06/21/2024 - Present
Corient (Chicago IL)
IL
08/02/2005 - 07/24/2017
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
MN
03/14/2001 - 07/14/2005
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
09/30/1997 - 01/28/2000
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
05/02/1997 - 09/30/1997
DOUGHERTY DAWKINS LLC (MINNEAPOLIS MN)
NA
01/23/1996 - 05/14/1997
VOYAGEUR INVESTMENTS, INC.
BC
Issued 06/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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