Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Camargo is a financial advisor with Wells Fargo Clearing Services, LLC. Alfredo has been in the industry since 2017. Alfredo has Series 6, 7TO, 63, and 65 licenses and is currently registered with the state of North Carolina and Texas as a registered representative and investment advisor representative. Alfredo has previously worked with AXA Advisors, LLC. In addition to his role as a financial advisor, Alfredo also owns and operates Cam-Rez Online & Design Shop.
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.
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.
Investment consulting services to institutional clients
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.
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2
NC
04/04/2023 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
02/19/2020 - 04/28/2021
WELLS FARGO CLEARING SERVICES, LLC (GARNER NC)
NC
01/02/2018 - 07/09/2018
AXA ADVISORS, LLC (RESEARCH TRIANGLE PARK NC)
IA
Issued 08/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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