Unclaimed
Albert B Horman is an investment advisor representative who has been in the industry since September 1995. Albert is registered to provide investment advice in 52 states and the District of Columbia. Albert is currently employed by Fidelity Personal and Workplace Advisors and has been with the firm since July 2018. Prior to joining Fidelity Personal and Workplace Advisors, Albert was employed by Fidelity Brokerage Services, Inc. in Salt Lake City, Utah, and Fidelity Brokerage Services LLC in Smithfield, Rhode Island. Albert holds a Series 7, Series 63, and Series 66 license. Albert also holds the SIE designation. In addition to providing investment advice, Albert also manages family real estate.
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.
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.
1
2
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
01/03/2001 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
09/18/1995 - 01/04/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 02/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Albert Horman is the right advisor for you? Invested Better is here to help.