Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Nelson is a financial advisor with Ameriprise Financial Services, LLC based in Franklin, TN. Alfred has been in the financial services industry since 1976 and holds Series 63, Series 65, Series 7, and SIE licenses. Alfred is a registered investment advisor and has worked with clients in a variety of industries, including individuals, trusts, estates, corporations, and pension plans. Alfred has experience with a wide range of financial products, including mutual funds, stocks, bonds, and insurance. Previous roles include positions with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, J.J.B Hillyard, W.L. Lyons, LLC, UBS Paine Webber Inc., J.C. Bradford & Co., Thomson McKinnon Securities Inc., and W.N. Estes & Company, Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TN
11/03/2023 - Present
Ameriprise Financial Services, LLC (FRANKLIN TN)
TN
12/17/2008 - 11/13/2023
WELLS FARGO CLEARING SERVICES, LLC (NASHVILLE TN)
TN
11/16/2001 - 12/04/2008
J.J.B HILLIARD, W.L. LYONS, LLC (FRANKLIN TN)
NJ
08/14/2000 - 11/26/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/10/1977 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
02/14/1977 - 07/23/1977
THOMSON MCKINNON SECURITIES INC.
NA
06/01/1976 - 03/07/1977
W. N. ESTES & COMPANY, INC.
IA
Issued 12/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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