Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Andres Paredes is an Investment Advisor Representative associated with Mariner Wealth, which has been in operation since 2006. Alfredo holds the Series 65 license. Alfredo has been in the financial industry for over ten years and has experience in various roles, including investment advisory.
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.
Family office 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
CA
03/03/2023 - Present
Mariner Wealth (San Diego CA)
IA
Issued 02/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alfredo Paredes is the right advisor for you? Invested Better is here to help.
