Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Atencio is a registered investment advisor representative with Simplicity Wealth. Alfredo has been working in the financial industry since 2014 and has a background in sales and customer service. Alfredo holds the Series 65 license and has experience providing financial planning services to individuals, high-net-worth individuals, and businesses. Alfredo also provides educational seminars and market timing services. Alfredo is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Alfredo is also a licensed health and life insurance agent with Bright Financial Insurance, a business they started in 2017.
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.
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.
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
FL
01/13/2025 - Present
Simplicity Wealth (Freeport FL)
Active
Inactive
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