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 Grilli is a financial advisor with over 20 years of experience in the financial services industry. Albert is currently registered with Osaic Wealth, Inc. He is located in Scottsdale, Arizona and has held Series 7, Series 24, and Series 66 licenses. Albert has a strong background in financial planning, portfolio management, and investment advisory services. Prior to joining Osaic Wealth, Inc., Albert worked at Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, and Securities America, Inc. Albert specializes in serving a variety of clients, including individuals, corporations, charitable organizations, and retirement plans. He is dedicated to providing personalized financial advice to help his clients achieve their financial goals.
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.
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
AZ
10/17/2014 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
PA
03/10/2008 - 09/10/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
PA
03/10/2008 - 09/10/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
NJ
12/10/2001 - 07/21/2006
SECURITIES AMERICA, INC. (MARLTON NJ)
PA
08/16/2001 - 11/08/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NE
01/29/1999 - 06/11/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
PA
11/28/1997 - 01/28/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 04/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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