Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Roberts is a financial advisor currently registered with Mercer Global Advisors Inc. Alfred has been a Registered Representative (RR) since 1997. Alfred has worked for several other firms including USAA Financial Advisors, Inc. and USAA Investment Management Company. Alfred has passed the Series 7, Series 24, and Series 63 exams. Alfred has also earned the Certified Financial Planner designation.
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.
Trust services, estate planning, tax return preparation, consultation
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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WI
09/15/2022 - Present
Mercer Global Advisors Inc. (Middleton WI)
TX
10/07/2005 - 07/06/2009
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/01/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
SC
10/12/1998 - 09/26/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CO
09/30/1997 - 03/03/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 10/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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