Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Velez is a financial professional with over 20 years of experience in the industry. Albert is currently a Registered Representative with Stonex Advisors Inc. Based in Birmingham, Alabama, Albert offers a range of financial services, including financial planning, portfolio management, and pension consulting. Albert's expertise extends to working with both individuals and businesses. Albert holds Series 7, 9, 26, 53, 63, and 65 licenses, demonstrating a breadth of knowledge across various financial domains.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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AL
03/19/2021 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
04/17/2012 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
04/18/2011 - 01/30/2012
HSBC SECURITIES (USA) INC. (QUEENS VILLAGE NY)
NY
09/08/2010 - 04/18/2011
LPL FINANCIAL LLC (BROOKLYN NY)
NY
05/04/2010 - 06/07/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSON HEIGHTS NY)
NY
09/23/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (JACKSON HEIGHTS NY)
NY
07/30/2004 - 02/09/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NY
05/04/2004 - 05/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/09/2001 - 03/05/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IL
08/01/2000 - 12/19/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
03/10/2000 - 07/31/2000
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
IA
Issued 01/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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