Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Bevilacqua is a financial advisor with Ameriprise Financial Services, LLC. Albert has been in the financial services industry since 1996. Albert is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Albert's current employment is with Ameriprise Financial Services, LLC. In the past, Albert was employed by IDS LIFE INSURANCE COMPANY, PARAGON CAPITAL MARKETS, INC., and DRAKE & COMPANY, INC. Albert holds licenses for Series 63, Series 7 and SIE. Albert has been licensed in 25 states, including California, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin. Albert is also a registered Investment Advisor in Florida and Texas. Albert is a financial advisor with expertise in investment strategies and planning. Albert can help individuals, families, and businesses develop and implement financial plans.
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.
Asset allocation 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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2
FL
06/23/2010 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
MN
05/09/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/20/2000 - 04/16/2001
PARAGON CAPITAL MARKETS, INC. (EAST HANOVER NJ)
NY
02/05/1999 - 10/20/2000
DRAKE & COMPANY, INC. (NEW YORK NY)
NJ
06/23/1996 - 02/05/1999
PARAGON CAPITAL MARKETS (EAST HANOVER NJ)
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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