Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Bryan Shapiro is a financial advisor with over 20 years of experience in the industry. Albert is registered with PFG Advisors, a firm based in Phoenix, Arizona. Albert provides financial planning and investment advice to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Albert has a strong understanding of the financial markets and can help clients achieve their financial goals. Albert is also an insurance agent.
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.
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.
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2
CA
11/16/2023 - Present
PFG Advisors (El Cajon CA)
CA
11/14/2023 - 06/14/2024
SECURITIES AMERICA, INC. (CARLSBAD CA)
CA
12/16/2022 - 11/10/2023
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
07/28/2020 - 12/31/2020
ALLSTATE FINANCIAL SERVICES, LLC (ESCONDIDO CA)
CA
09/11/2019 - 07/08/2020
BANKERS LIFE SECURITIES, INC. (SAN DIEGO CA)
CA
07/18/2000 - 01/19/2001
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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