Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Leonard Alfrey has been in the financial services industry since 1984 and is currently registered with Kovack Securities Inc. in Boca Raton, Florida. Charles has a wide range of experience working with various firms including Mutual Service Corporation, Stein, Shore Securities, Inc., FSC Securities Corporation and Financial Network Investment Corporation. Charles has passed the Series 7, Series 63 and the SIE exams and is registered in 11 states.
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
FL
03/16/2006 - Present
Kovack Securities Inc. (Boca Raton FL)
FL
03/06/2006 - 03/16/2006
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
03/23/1995 - 02/28/2006
MUTUAL SERVICE CORPORATION (LAKE WORTH FL)
FL
02/15/1994 - 03/16/1995
STEIN, SHORE SECURITIES, INC. (ORLANDO FL)
GA
03/17/1993 - 02/07/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
01/01/1992 - 12/31/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
05/16/1991 - 01/01/1992
CHRIS SECURITIES INC.
NA
10/11/1985 - 12/31/1990
MULTI-FINANCIAL SECURITIES CORPORATION
CO
08/24/1983 - 12/31/1990
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
08/10/1984 - 10/25/1985
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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