Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Anthony Danish is a financial advisor with over 30 years of experience in the industry. Albert is currently registered with LPL Financial LLC and has been with the firm since 2008. Previously, Albert was registered with ALLSTATE FINANCIAL SERVICES, LLC and 1717 CAPITAL MANAGEMENT COMPANY. Albert holds the Series 6, Series 63, Series 65, and SIE licenses. Albert specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Albert has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Albert is dedicated to providing personalized service and building long-term relationships with clients.
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
PA
02/24/2017 - Present
LPL Financial LLC (BROOMALL PA)
PA
09/29/2005 - 06/11/2008
ALLSTATE FINANCIAL SERVICES, LLC (HAVERTOWN PA)
DE
01/10/1997 - 10/03/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
08/02/1995 - 01/10/1997
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
DE
06/25/1993 - 08/02/1995
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 03/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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