Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Capitanini is an investment advisor representative with Balanced Asset Strategies, Ltd. Alfredo Capitanini is located in La Grange, IL and has been in the industry since October of 2012. The firm provides investment consulting, financial planning and selection of other advisors. Alfredo Capitanini specializes in providing services to high-net-worth individuals, charitable organizations and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
A percentage of the total value of assets under management is charged.
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IL
03/06/2013 - Present
Balanced Asset Strategies, Ltd. (LA GRANGE IL)
IL
10/05/2012 - 02/07/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (OAK BROOK IL)
IA
Issued 01/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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