Anthony Alfe (CRD# 7034064) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pitman, NJ and has 1 year of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Pitman, NJ | Sep 2023 - Current | < 1 |
| Alfe's Restaurant | Wildwood, NJ | Jun 2017 - Current | 6 |
| Jp Morgan | Newark, DE | May 2022 - May 2023 | 1 |
| University Of Miami | Coral Gables, FL | Aug 2017 - May 2021 | 3 |
| Ubs Financial Services | Miami, FL | Oct 2018 - May 2019 | < 1 |
| St. Augustine Preparatory College | Richland, NJ | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NJ
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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