Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Alexander Montague is a financial advisor with RBC Capital Markets, LLC. Albert is registered with the state of Florida as both a broker-dealer and an investment advisor. Albert has over 30 years of experience in the financial services industry. Albert holds a Series 7, Series 24, Series 63, and Series 65 license. Albert has previously worked with Morgan Stanley, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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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2
FL
02/18/2022 - Present
RBC Capital Markets, LLC (FORT LAUDERDALE FL)
FL
06/01/2009 - 02/22/2022
MORGAN STANLEY (Fort Lauderdale FL)
FL
12/19/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
FL
09/20/2002 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
MA
04/01/1998 - 10/18/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
04/02/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MN
07/25/1990 - 12/02/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/25/1990 - 12/02/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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