Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Monteiro is a financial advisor with over 16 years of experience in the financial services industry. Alfredo is currently registered with Empower Advisory Group, LLC, and has previously worked at John Hancock Distributors LLC, Principal Securities, Inc., Triad Advisors, Inc., Chase Investment Services Corp. and Wachovia Securities, LLC. Alfredo holds Series 6, 7, 63, 65 and 66 securities licenses, and is also licensed as an investment advisor in Florida. Alfredo specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and charitable organizations.
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.
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.
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2
FL
02/14/2024 - Present
Empower Advisory Group, LLC (MIAMI FL)
MA
01/31/2017 - 01/19/2024
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
TX
11/13/2013 - 01/09/2017
PRINCIPAL SECURITIES, INC. (HOUSTON TX)
TX
01/04/2013 - 11/06/2013
TRIAD ADVISORS, INC. (HOUSTON TX)
TX
05/11/2009 - 05/07/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
FL
01/24/2008 - 01/29/2009
WACHOVIA SECURITIES, LLC (MIAMI FL)
FL
03/09/2006 - 07/13/2007
WM FINANCIAL SERVICES, INC. (MIAMI FL)
IA
Issued 02/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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