Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Bernard Vonderheide is a financial advisor with Oneseven. Albert is a CERTIFIED FINANCIAL PLANNER™ professional who is also licensed to sell insurance in Ohio. Albert has been in the financial services industry for over 20 years. He previously worked with LPL FINANCIAL LLC and AXA ADVISORS, LLC. Albert has a broad range of experience in financial planning, portfolio management, and retirement planning. He specializes in working with individuals, corporations, and charitable organizations.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
10/31/2022 - Present
Oneseven (Cincinnati OH)
OH
05/15/2013 - 04/14/2023
LPL FINANCIAL LLC (CINCINNATI OH)
OH
06/08/2011 - 06/11/2012
AXA ADVISORS, LLC (CINCINNATI OH)
OH
07/08/2010 - 06/10/2011
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
OH
05/27/2010 - 07/21/2010
ONEAMERICA SECURITIES, INC. (CINCINNATI OH)
KY
05/24/2001 - 04/07/2010
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Albert Vonderheide is the right advisor for you? Invested Better is here to help.
