Alfredo Izaguirre
Professional Summary
Alfredo Izaguirre is a registered financial advisor currently at KPMG CORPORATE FINANCE LLC located in Charlotte, North Carolina. Alfredo is registered as a RR (Registered Representative) and started their career in finance in 2001. Alfredo has worked at 4 firms and has passed the Series 99TO, Series 79TO, SIE, Series 14, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
KPMC CORPORATE FINANCE LLC | KPMG CORPORATE FINANCE LLC
Contact Information
Main Address
200 E. Randolph Street Suite 5500, Chicago, IL 60601-6436Mailing Address
200 E. Randolph Street Suite 5500, Chicago, IL 60601-6436Phone Number
(312) 665-3100Established
Delaware since 02/08/2000Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2004About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Alfredo Izaguirre's CRS (Customer Relationship Summary).
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