Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred William Schefer is an investment professional with a career in the financial industry spanning over three decades. Alfred has been a registered representative with Equity Services, Inc. since 2016. Previously, Alfred worked for MetLife Securities Inc. and TimeCapital Securities Corporation, holding a range of licenses and experience. Alfred's expertise includes financial planning, pension consulting, and portfolio management for individuals. Alfred is a highly experienced professional, dedicated to providing personalized investment solutions.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/22/2024 - Present
Equity Services, Inc. (SMITHTOWN NY)
NY
05/20/2016 - 04/15/2024
EQUITY SERVICES, INC. (SMITHTOWN NY)
NY
02/08/2013 - 05/12/2016
METLIFE SECURITIES INC. (SMITHTOWN NY)
NY
01/02/2003 - 04/02/2012
TIMECAPITAL SECURITIES CORPORATION (SMITHTOWN NY)
MA
02/02/1997 - 01/22/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/02/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
VT
10/09/1995 - 01/01/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
03/14/1988 - 09/11/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/14/1988 - 09/11/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alfred Schefer is the right advisor for you? Invested Better is here to help.
