Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Cabrera is a financial advisor with Edward Jones. Alfredo is a registered representative in Pennsylvania and has been working in the financial industry since February 1, 2019. Alfredo has a strong track record of success in helping individuals and families achieve their financial goals. Alfredo is dedicated to providing personalized financial advice and guidance to help clients reach their full financial potential. Alfredo is a member of the Series 63 and 66 state licensing exams, as well as Series 7 and 6. Prior to joining Edward Jones, Alfredo worked at FIRST COMMAND BROKERAGE SERVICES, INC. and SANTANDER SECURITIES LLC. Alfredo is also a registered Investment Advisor in Pennsylvania.
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.
See schedule d - miscellaneous
1
2
MO
12/20/2023 - Present
Edward Jones (ST LOUIS MO)
NC
09/21/2020 - 10/21/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (FAYETTEVILLE NC)
PA
08/03/2017 - 03/22/2019
SANTANDER SECURITIES LLC (ELKINS PARK PA)
BOTH
Issued 08/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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