Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Izaguirre is a Financial Advisor at KPMG Corporate Finance LLC. Alfredo has over 17 years of experience in the financial services industry. Previously, Alfredo was a Financial Advisor at Fidelity Investments Institutional Services Company, Inc., Wachovia Securities, LLC, and First Union Securities Financial Network, Inc. Alfredo holds Series 7, 24, 26, 79TO, 99TO, and SIE licenses.
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.
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.
1
2
NC
02/17/2010 - Present
Kpmg Corporate Finance LLC (Charlotte NC)
RI
07/19/2004 - 01/10/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MO
05/14/2002 - 04/19/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
12/14/2001 - 05/14/2002
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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