Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Nicolosi is a financial advisor at LPL Financial LLC. Alfred has been in the financial services industry since 1990. Alfred has experience providing a range of financial services to individuals, businesses, and charitable organizations. Alfred holds the Series 7, Series 10, Series 24, Series 63, and Series 65 licenses. Alfred has a variety of professional designations and licenses, including Insurance Agent.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
07/21/2021 - Present
LPL Financial LLC (CHERRY HILL NJ)
NJ
07/31/2020 - 07/21/2021
WADDELL & REED (CHERRY HILL NJ)
NJ
12/19/2008 - 08/04/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Cherry Hill NJ)
NJ
01/13/2009 - 12/23/2010
SECURITIES AMERICA, INC. (VOORHEES NJ)
NJ
12/17/2002 - 12/23/2008
WACHOVIA SECURITIES, LLC (HAINESPORT NJ)
MO
04/24/1995 - 12/03/2002
EDWARD JONES (ST. LOUIS MO)
NC
02/28/1991 - 04/28/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
07/10/1990 - 10/26/1990
BUTCHER & SINGER INC.
NY
01/18/1990 - 06/22/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
10/25/1989 - 01/30/1990
WELLSHIRE SECURITIES, INC.
IA
Issued 05/01/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/19/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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