Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Guerrero is an investment advisor representative with Eagle Strategies LLC. Alfredo has been in the industry since July 15, 2018. Alfredo is registered to offer investment advisory services in Texas. Alfredo previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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TX
05/20/2024 - Present
Eagle Strategies LLC (EL PASO TX)
TX
07/27/2016 - 05/26/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
IA
Issued 11/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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