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 Philion is an investment advisor registered with Insigneo Advisory Services, LLC. Albert is also registered as a broker with the same firm. Albert has been a financial professional since 1992 and has worked with both UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Albert has a total of 10 state registrations and has worked as a registered investment advisor in California, Delaware, Florida, Georgia, Maryland, New Jersey, New York, Pennsylvania, South Dakota, Texas, and Utah. Albert holds both Series 7 and 63 licenses. Albert's current firm, Insigneo Advisory Services, LLC, provides investment advice and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
Consolidation of financial reports and 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.
Rebates/trailer fees
1
2
FL
09/01/2020 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
11/13/2015 - 10/02/2020
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
09/15/1992 - 11/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
IA
Issued 09/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1992
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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