Unclaimed
Adrian Albidress is a financial advisor with over 35 years of experience in the industry. Adrian is currently registered with LPL Financial LLC and has been with the firm since November 2017. Adrian is a Certified Financial Planner and a Chartered Financial Consultant. Prior to joining LPL Financial, Adrian worked with Nationwide Securities, Inc. and Nationwide Advisory Services, Inc. Adrian is a dedicated advisor with a passion for helping clients achieve their financial goals. Adrian holds FINRA licenses Series 6, 7, 26, 63, and 65 and is licensed to sell insurance in the State of Delaware.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/16/2017 - Present
LPL Financial LLC (BEL AIR MD)
DE
08/01/2008 - 11/17/2017
NATIONWIDE SECURITIES, LLC (WILMINGTON DE)
DE
02/16/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (WILMINGTON DE)
DE
02/05/1993 - 05/09/2007
NATIONWIDE SECURITIES, INC. (WILMINGTON DE)
OH
11/28/1989 - 09/17/1991
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NY
02/18/1983 - 03/15/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/18/1983 - 03/15/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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