Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Vidrio is an investment advisor representative with over 20 years of experience in the financial services industry. Alfredo is currently registered with Fidelity Personal And Workplace Advisors and holds Series 6, 7, 63, and 65 licenses. Previously, Alfredo was registered with J.P. Morgan Securities LLC, Chase Investment Services Corp., CUNA Brokerage Services, Inc., and U.S. Bancorp Investments, Inc. Alfredo specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MA
11/10/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
10/01/2012 - 01/04/2013
J.P. MORGAN SECURITIES LLC (LIVERMORE CA)
CA
05/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LIVERMORE CA)
CA
08/06/2009 - 05/03/2010
CUNA BROKERAGE SERVICES, INC. (STOCKTON CA)
CA
10/02/2003 - 08/04/2009
U.S. BANCORP INVESTMENTS, INC. (PLEASANTON CA)
IA
Issued 03/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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