Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo DiPinto is an Investment Advisor Representative with Kestra Advisory Services, LLC. Alfredo has been in the financial services industry since 1988 and has experience in providing financial planning, portfolio management, and insurance services. He has a broad range of experience, having previously worked at firms such as Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., and First Investors Corporation. Alfredo is registered to provide investment advisory services in 26 states and is also a licensed insurance agent. Alfredo is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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
TX
03/27/2018 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NC
01/01/2008 - 03/14/2018
WELLS FARGO CLEARING SERVICES, LLC (CLINTON NC)
NC
04/17/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAYETTEVILLE NC)
NA
10/05/1988 - 04/27/1989
FIRST INVESTORS CORPORATION
BOTH
Issued 04/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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